TLWM Financial’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,894
| Closed | -$870K | – | 77 |
|
|
2026
Q1 | $870K | Buy |
7,894
+453
| +6% | +$51.7K | 0.16% | 44 |
|
|
2025
Q4 | $841K | Sell |
7,441
-156
| -2% | -$18.8K | 0.15% | 49 |
|
|
2025
Q3 | $1.1M | Buy |
7,597
+3,984
| +110% | +$598K | 0.2% | 42 |
|
|
2025
Q2 | $610K | Sell |
3,613
-45
| -1% | -$7.25K | 0.12% | 54 |
|
|
2025
Q1 | $564K | Buy |
3,658
+144
| +4% | +$23K | 0.11% | 59 |
|
|
2024
Q4 | $597K | Buy |
3,514
+134
| +4% | +$23.9K | 0.12% | 59 |
|
|
2024
Q3 | $587K | Sell |
3,380
-226
| -6% | -$38.8K | 0.12% | 56 |
|
|
2024
Q2 | $620K | Buy |
3,606
+56
| +2% | +$11.5K | 0.13% | 56 |
|
|
2024
Q1 | $925K | Sell |
3,550
-66
| -2% | -$15K | 0.21% | 42 |
|
|
2023
Q4 | $721K | Buy |
3,616
+35
| +1% | +$6.3K | 0.17% | 49 |
|
|
2023
Q3 | $609K | Buy |
3,581
+36
| +1% | +$7.16K | 0.16% | 51 |
|
|
2023
Q2 | $732K | Buy |
3,545
+8
| +0.2% | +$1.65K | 0.21% | 43 |
|
|
2023
Q1 | $810K | Sell |
3,537
-4
| -0.1% | -$840 | 0.26% | 36 |
|
|
2022
Q4 | $681K | Sell |
3,541
-1,861
| -34% | -$358K | 0.25% | 42 |
|
|
2022
Q3 | $660K | Buy |
5,402
+1,950
| +56% | +$407K | 0.29% | 40 |
|
|
2022
Q2 | $666K | Sell |
3,452
-16
| -0.5% | -$3.24K | 0.26% | 43 |
|
|
2022
Q1 | $757K | Buy |
3,468
+131
| +4% | +$31.8K | 0.26% | 46 |
|
|
2021
Q4 | $1.01M | Buy |
3,337
+175
| +6% | +$50.5K | 0.34% | 34 |
|
|
2021
Q3 | $898K | Buy |
3,162
+122
| +4% | +$33.8K | 0.34% | 33 |
|
|
2021
Q2 | $750K | Buy |
3,040
+67
| +2% | +$15.4K | 0.27% | 39 |
|
|
2021
Q1 | $647K | Buy |
2,973
+84
| +3% | +$21K | 0.25% | 48 |
|
|
2020
Q4 | $819K | Buy |
2,889
+24
| +0.8% | +$5.84K | 0.33% | 28 |
|
|
2020
Q3 | $654K | Sell |
2,865
-1,533
| -35% | -$326K | 0.31% | 26 |
|
|
2020
Q2 | $831K | Sell |
4,398
-24
| -0.5% | -$4.2K | 0.49% | 19 |
|
|
2020
Q1 | $634K | Buy |
4,422
+143
| +3% | +$23.1K | 0.37% | 24 |
|
|
2019
Q4 | $670K | Sell |
4,279
-6
| -0.1% | -$916 | 0.32% | 29 |
|
|
2019
Q3 | $613K | Sell |
4,285
-158
| -4% | -$23.6K | 0.32% | 27 |
|
|
2019
Q2 | $611K | Sell |
4,443
-1,600
| -26% | -$216K | 0.35% | 24 |
|
|
2019
Q1 | $738K | Sell |
6,043
-362
| -6% | -$40.8K | 0.41% | 19 |
|
|
2018
Q4 | $680K | Buy |
6,405
+210
| +3% | +$23K | 0.41% | 25 |
|
|
2018
Q3 | $709K | Buy |
6,195
+26
| +0.4% | +$2.91K | 0.41% | 22 |
|
|
2018
Q2 | $636K | Sell |
6,169
-55
| -0.9% | -$5.57K | 0.4% | 23 |
|
|
2018
Q1 | $588K | Buy |
6,224
+215
| +4% | +$20K | 0.39% | 26 |
|
|
2017
Q4 | $552K | Buy |
+6,009
| New | +$511K | 0.43% | 27 |
|
Other funds holding NICE
KAM
HCG
GWMI
DC
TIAM
CWM
MGI
1WA
LWAM
IRC