Nicolet Bankshares’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,000
| Closed | -$359K | – | 198 |
|
2024
Q4 | $359K | Sell |
1,000
-3,750
| -79% | -$1.35M | 0.08% | 157 |
|
2024
Q3 | $1.64M | Sell |
4,750
-117
| -2% | -$40.5K | 0.4% | 51 |
|
2024
Q2 | $1.43M | Hold |
4,867
| – | – | 0.35% | 59 |
|
2024
Q1 | $1.62M | Hold |
4,867
| – | – | 0.4% | 53 |
|
2023
Q4 | $1.42M | Hold |
4,867
| – | – | 0.38% | 60 |
|
2023
Q3 | $1.58M | Hold |
4,867
| – | – | 0.48% | 45 |
|
2023
Q2 | $1.68M | Hold |
4,867
| – | – | 0.48% | 47 |
|
2023
Q1 | $1.53M | Hold |
4,867
| – | – | 0.5% | 44 |
|
2022
Q4 | $1.46M | Hold |
4,867
| – | – | 0.5% | 44 |
|
2022
Q3 | $1.3M | Hold |
4,867
| – | – | 0.37% | 55 |
|
2022
Q2 | $1.31M | Hold |
4,867
| – | – | 0.34% | 62 |
|
2022
Q1 | $1.59M | Hold |
4,867
| – | – | 0.34% | 60 |
|
2021
Q4 | $1.46M | Hold |
4,867
| – | – | 0.32% | 57 |
|
2021
Q3 | $1.39M | Hold |
4,867
| – | – | 0.36% | 54 |
|
2021
Q2 | $1.16M | Sell |
4,867
-18
| -0.4% | -$4.3K | 0.31% | 62 |
|
2021
Q1 | $1.13M | Hold |
4,885
| – | – | 0.31% | 58 |
|
2020
Q4 | $1.03M | Hold |
4,885
| – | – | 0.32% | 60 |
|
2020
Q3 | $1.01M | Hold |
4,885
| – | – | 0.35% | 57 |
|
2020
Q2 | $941K | Hold |
4,885
| – | – | 0.35% | 58 |
|
2020
Q1 | $806K | Buy |
+4,885
| New | +$806K | 0.36% | 60 |
|