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Nicolet Advisory Services’s IBM IBM Stock Holding History

Nicolet Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.89M Sell
7,539
-127
-2% -$31.8K 0.16% 78
2025
Q1 		$1.76M Sell
7,666
-100
-1% -$23K 0.17% 69
2024
Q4 		$1.71M Sell
7,766
-422
-5% -$92.7K 0.16% 73
2024
Q3 		$1.82M Sell
8,188
-1,563
-16% -$348K 0.17% 66
2024
Q2 		$1.73M Buy
9,751
+365
+4% +$64.9K 0.17% 69
2024
Q1 		$1.78M Sell
9,386
-492
-5% -$93.1K 0.18% 67
2023
Q4 		$1.57M Sell
9,878
-36
-0.4% -$5.73K 0.17% 70
2023
Q3 		$1.4M Buy
9,914
+1,028
+12% +$145K 0.15% 74
2023
Q2 		$1.17M Buy
8,886
+1,017
+13% +$134K 0.13% 84
2023
Q1 		$1.03M Buy
7,869
+807
+11% +$105K 0.12% 93
2022
Q4 		$1.03M Buy
7,062
+417
+6% +$60.6K 0.14% 72
2022
Q3 		$782K Buy
6,645
+931
+16% +$110K 0.13% 68
2022
Q2 		$805K Buy
5,714
+60
+1% +$8.45K 0.12% 74
2022
Q1 		$722K Buy
5,654
+119
+2% +$15.2K 0.09% 80
2021
Q4 		$740K Sell
5,535
-938
-14% -$125K 0.09% 83
2021
Q3 		$860K Buy
6,473
+340
+6% +$45.2K 0.11% 77
2021
Q2 		$859K Buy
6,133
+421
+7% +$59K 0.11% 72
2021
Q1 		$728K Sell
5,712
-112
-2% -$14.3K 0.1% 76
2020
Q4 		$701K Buy
5,824
+255
+5% +$30.7K 0.1% 76
2020
Q3 		$648K Sell
5,569
-454
-8% -$52.8K 0.1% 79
2020
Q2 		$695K Sell
6,023
-7
-0.1% -$808 0.11% 91
2020
Q1 		$640K Sell
6,030
-354
-6% -$37.6K 0.11% 92
2019
Q4 		$818K Buy
6,384
+613
+11% +$78.5K 0.13% 71
2019
Q3 		$802K Sell
5,771
-168
-3% -$23.3K 0.12% 67
2019
Q2 		$783K Sell
5,939
-8
-0.1% -$1.06K 0.12% 61
2019
Q1 		$802K Buy
+5,947
New +$802K 0.14% 58