Nicolet Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
5,467
-448
| -8% | -$152K | 0.16% | 80 |
|
|
2025
Q1 | $1.92M | Buy |
5,915
+246
| +4% | +$79.9K | 0.19% | 65 |
|
|
2024
Q4 | $1.74M | Buy |
5,669
+428
| +8% | +$132K | 0.16% | 68 |
|
|
2024
Q3 | $1.45M | Buy |
5,241
+41
| +0.8% | +$11.4K | 0.14% | 78 |
|
|
2024
Q2 | $1.37M | Sell |
5,200
-97
| -2% | -$25.5K | 0.13% | 79 |
|
|
2024
Q1 | $1.47M | Buy |
5,297
+376
| +8% | +$104K | 0.15% | 75 |
|
|
2023
Q4 | $1.28M | Sell |
4,921
-288
| -6% | -$74.8K | 0.14% | 76 |
|
|
2023
Q3 | $1.2M | Buy |
5,209
+383
| +8% | +$88.6K | 0.13% | 83 |
|
|
2023
Q2 | $1.15M | Buy |
4,826
+1,047
| +28% | +$250K | 0.13% | 86 |
|
|
2023
Q1 | $854K | Buy |
3,779
+1,566
| +71% | +$354K | 0.1% | 105 |
|
|
2022
Q4 | $492K | Buy |
+2,213
| New | +$492K | 0.07% | 128 |
|
|
2022
Q3 | – | Sell |
-1,114
| Closed | -$226K | – | 196 |
|
|
2022
Q2 | $226K | Buy |
1,114
+40
| +4% | +$8.12K | 0.03% | 165 |
|
|
2022
Q1 | $233K | Buy |
1,074
+50
| +5% | +$10.8K | 0.03% | 182 |
|
|
2021
Q4 | $222K | Hold |
1,024
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $228K | Hold |
1,024
| – | – | 0.03% | 181 |
|
|
2021
Q2 | $239K | Hold |
1,024
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $217K | Buy |
+1,024
| New | +$217K | 0.03% | 166 |
|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$210K | – | 184 |
|
|
2020
Q3 | $210K | Sell |
1,050
-1,398
| -57% | -$280K | 0.03% | 154 |
|
|
2020
Q2 | $473K | Buy |
2,448
+415
| +20% | +$80.2K | 0.07% | 116 |
|
|
2020
Q1 | $328K | Buy |
+2,033
| New | +$328K | 0.06% | 132 |
|