Venturi Wealth Management’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $164K | Hold |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $563K | Buy |
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