Rothschild Investment LLC’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 | $103K | Buy |
835
+5
| +0.6% | +$617 | 0.01% | 637 |
|
2025
Q1 | $90.4K | Buy |
830
+10
| +1% | +$1.09K | 0.01% | 651 |
|
2024
Q4 | $86K | Buy |
820
+15
| +2% | +$1.57K | 0.01% | 668 |
|
2024
Q3 | $77K | Hold |
805
| – | – | 0.01% | 707 |
|
2024
Q2 | $66.8K | Buy |
805
+5
| +0.6% | +$415 | ﹤0.01% | 702 |
|
2024
Q1 | $68.8K | Hold |
800
| – | – | 0.01% | 672 |
|
2023
Q4 | $64.4K | Buy |
+800
| New | +$64.4K | 0.01% | 621 |
|