Wealth Enhancement Advisory Services’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 | $4.17M | Sell |
31,687
-277
| -0.9% | -$36.4K | 0.01% | 978 |
|
|
2025
Q1 | $3.48M | Sell |
31,964
-6,968
| -18% | -$759K | 0.01% | 978 |
|
|
2024
Q4 | $4.08M | Sell |
38,932
-4,232
| -10% | -$444K | 0.01% | 873 |
|
|
2024
Q3 | $4.13M | Sell |
43,164
-2,392
| -5% | -$229K | 0.01% | 790 |
|
|
2024
Q2 | $3.78M | Buy |
45,556
+192
| +0.4% | +$15.9K | 0.01% | 771 |
|
|
2024
Q1 | $3.9M | Buy |
45,364
+3,905
| +9% | +$336K | 0.01% | 731 |
|
|
2023
Q4 | $3.34M | Sell |
41,459
-2,982
| -7% | -$240K | 0.01% | 725 |
|
|
2023
Q3 | $3.1M | Buy |
+44,441
| New | +$3.1M | 0.01% | 702 |
|