Nicolet Bankshares’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Sell
35,216
-687
-2% -$48.6K 0.43% 35
2025
Q1
$2.57M Sell
35,903
-565
-2% -$40.5K 0.52% 32
2024
Q4
$2.27M Sell
36,468
-1,911
-5% -$119K 0.54% 38
2024
Q3
$2.76M Sell
38,379
-1,011
-3% -$72.7K 0.67% 30
2024
Q2
$2.51M Buy
39,390
+556
+1% +$35.4K 0.62% 33
2024
Q1
$2.38M Buy
38,834
+355
+0.9% +$21.7K 0.59% 36
2023
Q4
$2.27M Buy
38,479
+595
+2% +$35.1K 0.61% 36
2023
Q3
$2.12M Sell
37,884
-6,235
-14% -$349K 0.65% 31
2023
Q2
$2.26M Buy
44,119
+4,184
+10% +$215K 0.64% 31
2023
Q1
$2.07M Buy
39,935
+2,446
+7% +$127K 0.67% 28
2022
Q4
$1.97M Sell
37,489
-1,989
-5% -$104K 0.68% 29
2022
Q3
$2.21M Buy
39,478
+747
+2% +$41.9K 0.63% 27
2022
Q2
$2.44M Sell
38,731
-647
-2% -$40.7K 0.63% 28
2022
Q1
$2.44M Buy
39,378
+1,950
+5% +$121K 0.53% 33
2021
Q4
$2.22M Sell
37,428
-93
-0.2% -$5.51K 0.49% 36
2021
Q3
$1.97M Buy
37,521
+528
+1% +$27.7K 0.51% 35
2021
Q2
$2M Buy
36,993
+45
+0.1% +$2.43K 0.53% 32
2021
Q1
$1.95M Sell
36,948
-395
-1% -$20.8K 0.54% 27
2020
Q4
$2.05M Buy
37,343
+221
+0.6% +$12.1K 0.63% 25
2020
Q3
$1.83M Sell
37,122
-985
-3% -$48.6K 0.64% 27
2020
Q2
$1.7M Buy
38,107
+7,216
+23% +$322K 0.64% 27
2020
Q1
$1.37M Buy
30,891
+1,961
+7% +$86.8K 0.62% 31
2019
Q4
$1.6M Sell
28,930
-176
-0.6% -$9.74K 0.59% 34
2019
Q3
$1.59M Sell
29,106
-94
-0.3% -$5.12K 0.63% 32
2019
Q2
$1.49M Sell
29,200
-163
-0.6% -$8.3K 0.62% 33
2019
Q1
$1.38M Sell
29,363
-505
-2% -$23.7K 0.57% 34
2018
Q4
$1.41M Buy
29,868
+195
+0.7% +$9.23K 0.68% 29
2018
Q3
$1.37M Buy
29,673
+68
+0.2% +$3.14K 0.55% 32
2018
Q2
$1.3M Sell
29,605
-441
-1% -$19.3K 0.55% 33
2018
Q1
$1.31M Sell
30,046
-265
-0.9% -$11.5K 0.56% 31
2017
Q4
$1.39M Sell
30,311
-1,347
-4% -$61.8K 0.6% 31
2017
Q3
$1.43M Buy
31,658
+1,476
+5% +$66.4K 0.63% 27
2017
Q2
$1.35M Buy
30,182
+836
+3% +$37.5K 0.64% 28
2017
Q1
$1.25M Sell
29,346
-41,236
-58% -$1.75M 0.65% 32
2016
Q4
$2.93M Buy
70,582
+1,781
+3% +$73.8K 1.6% 9
2016
Q3
$2.91M Sell
68,801
-40
-0.1% -$1.69K 1.7% 10
2016
Q2
$3.12M Sell
68,841
-41
-0.1% -$1.86K 2.05% 9
2016
Q1
$3.2M Sell
68,882
-704
-1% -$32.7K 2.27% 9
2015
Q4
$2.99M Buy
+69,586
New +$2.99M 2.97% 8