Nisa Investment Advisors’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Hold |
139
| – | – | ﹤0.01% | 2016 |
|
|
2025
Q1 | $15.1K | Buy |
139
+135
| +3,375% | +$14.7K | ﹤0.01% | 1993 |
|
|
2024
Q4 | $420 | Hold |
4
| – | – | ﹤0.01% | 2863 |
|
|
2024
Q3 | $383 | Hold |
4
| – | – | ﹤0.01% | 2765 |
|
|
2024
Q2 | $332 | Buy |
+4
| New | +$332 | ﹤0.01% | 2756 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$558 | – | 2706 |
|
|
2023
Q3 | $558 | Sell |
8
-4
| -33% | -$279 | ﹤0.01% | 2507 |
|
|
2023
Q2 | $815 | Sell |
12
-6
| -33% | -$408 | ﹤0.01% | 2462 |
|
|
2023
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2427 |
|
|
2022
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2473 |
|
|
2022
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2472 |
|
|
2022
Q2 | – | Sell |
-213
| Closed | -$20K | – | 2466 |
|
|
2022
Q1 | $20K | Sell |
213
-87
| -29% | -$8.17K | ﹤0.01% | 2049 |
|
|
2021
Q4 | $28K | Hold |
300
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q3 | $22 | Hold |
300
| – | – | ﹤0.01% | 2071 |
|
|
2021
Q2 | $21 | Sell |
300
-200
| -40% | -$14 | ﹤0.01% | 2129 |
|
|
2021
Q1 | $42 | Hold |
500
| – | – | ﹤0.01% | 2017 |
|
|
2020
Q4 | $33K | Buy |
+500
| New | +$33K | ﹤0.01% | 2051 |
|