Nicolet Bankshares’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
5,076
+207
| +4% | +$35.7K | 0.15% | 102 |
|
|
2025
Q1 | $1.08M | Hold |
4,869
| – | – | 0.22% | 76 |
|
|
2024
Q4 | $1M | Sell |
4,869
-474
| -9% | -$97.4K | 0.24% | 86 |
|
|
2024
Q3 | $960K | Sell |
5,343
-1,016
| -16% | -$183K | 0.23% | 90 |
|
|
2024
Q2 | $948K | Sell |
6,359
-231
| -4% | -$34.4K | 0.24% | 90 |
|
|
2024
Q1 | $1.05M | Sell |
6,590
-174
| -3% | -$27.8K | 0.26% | 89 |
|
|
2023
Q4 | $899K | Hold |
6,764
| – | – | 0.24% | 94 |
|
|
2023
Q3 | $764K | Sell |
6,764
-133
| -2% | -$15K | 0.23% | 92 |
|
|
2023
Q2 | $870K | Sell |
6,897
-17
| -0.2% | -$2.15K | 0.25% | 86 |
|
|
2023
Q1 | $781K | Sell |
6,914
-25
| -0.4% | -$2.83K | 0.25% | 77 |
|
|
2022
Q4 | $701K | Buy |
6,939
+10
| +0.1% | +$1.01K | 0.24% | 78 |
|
|
2022
Q3 | $648K | Hold |
6,929
| – | – | 0.19% | 94 |
|
|
2022
Q2 | $616K | Sell |
6,929
-290
| -4% | -$25.8K | 0.16% | 101 |
|
|
2022
Q1 | $732K | Sell |
7,219
-68
| -0.9% | -$6.9K | 0.16% | 96 |
|
|
2021
Q4 | $756K | Sell |
7,287
-1,728
| -19% | -$179K | 0.17% | 91 |
|
|
2021
Q3 | $978K | Sell |
9,015
-196
| -2% | -$21.3K | 0.25% | 74 |
|
|
2021
Q2 | $985K | Sell |
9,211
-153
| -2% | -$16.4K | 0.26% | 73 |
|
|
2021
Q1 | $1.12M | Sell |
9,364
-375
| -4% | -$44.7K | 0.31% | 60 |
|
|
2020
Q4 | $1.11M | Sell |
9,739
-104
| -1% | -$11.8K | 0.34% | 55 |
|
|
2020
Q3 | $1.01M | Sell |
9,843
-110
| -1% | -$11.3K | 0.35% | 55 |
|
|
2020
Q2 | $972K | Sell |
9,953
-1,063
| -10% | -$104K | 0.37% | 55 |
|
|
2020
Q1 | $1.05M | Sell |
11,016
-628
| -5% | -$59.6K | 0.47% | 37 |
|
|
2019
Q4 | $1.35M | Sell |
11,644
-177
| -1% | -$20.5K | 0.5% | 42 |
|
|
2019
Q3 | $1.23M | Buy |
11,821
+2,558
| +28% | +$265K | 0.49% | 41 |
|
|
2019
Q2 | $844K | Buy |
9,263
+444
| +5% | +$40.5K | 0.35% | 59 |
|
|
2019
Q1 | $779K | Sell |
8,819
-300
| -3% | -$26.5K | 0.32% | 63 |
|
|
2018
Q4 | $670K | Sell |
9,119
-50
| -0.5% | -$3.67K | 0.32% | 65 |
|
|
2018
Q3 | $755K | Sell |
9,169
-835
| -8% | -$68.8K | 0.31% | 68 |
|
|
2018
Q2 | $741K | Sell |
10,004
-150
| -1% | -$11.1K | 0.31% | 68 |
|
|
2018
Q1 | $724K | Sell |
10,154
-48
| -0.5% | -$3.42K | 0.31% | 67 |
|
|
2017
Q4 | $669K | Sell |
10,202
-102
| -1% | -$6.69K | 0.29% | 73 |
|
|
2017
Q3 | $664K | Sell |
10,304
-360
| -3% | -$23.2K | 0.3% | 66 |
|
|
2017
Q2 | $652K | Hold |
10,664
| – | – | 0.31% | 67 |
|
|
2017
Q1 | $615K | Sell |
10,664
-250
| -2% | -$14.4K | 0.32% | 62 |
|
|
2016
Q4 | $580K | Sell |
10,914
-280
| -3% | -$14.9K | 0.32% | 61 |
|
|
2016
Q3 | $557K | Sell |
11,194
-780
| -7% | -$38.8K | 0.32% | 63 |
|
|
2016
Q2 | $651K | Sell |
11,974
-490
| -4% | -$26.6K | 0.43% | 44 |
|
|
2016
Q1 | $639K | Sell |
12,464
-30
| -0.2% | -$1.54K | 0.45% | 40 |
|
|
2015
Q4 | $591K | Buy |
+12,494
| New | +$591K | 0.59% | 41 |
|