Whittier Trust’s Nice NICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $148K | Sell |
875
-190
| -18% | -$32.1K | ﹤0.01% | 716 |
|
2025
Q1 | $164K | Hold |
1,065
| – | – | ﹤0.01% | 686 |
|
2024
Q4 | $181K | Buy |
1,065
+850
| +395% | +$144K | ﹤0.01% | 677 |
|
2024
Q3 | $37.3K | Hold |
215
| – | – | ﹤0.01% | 986 |
|
2024
Q2 | $37K | Hold |
215
| – | – | ﹤0.01% | 967 |
|
2024
Q1 | $56K | Buy |
215
+25
| +13% | +$6.52K | ﹤0.01% | 919 |
|
2023
Q4 | $37.9K | Sell |
190
-1,244
| -87% | -$248K | ﹤0.01% | 973 |
|
2023
Q3 | $244K | Buy |
1,434
+147
| +11% | +$25K | ﹤0.01% | 588 |
|
2023
Q2 | $266K | Buy |
1,287
+301
| +31% | +$62.2K | ﹤0.01% | 575 |
|
2023
Q1 | $226K | Buy |
986
+40
| +4% | +$9.16K | ﹤0.01% | 633 |
|
2022
Q4 | $182K | Hold |
946
| – | – | ﹤0.01% | 673 |
|
2022
Q3 | $178K | Buy |
946
+744
| +368% | +$140K | ﹤0.01% | 662 |
|
2022
Q2 | $39K | Sell |
202
-23
| -10% | -$4.44K | ﹤0.01% | 1009 |
|
2022
Q1 | $49K | Hold |
225
| – | – | ﹤0.01% | 976 |
|
2021
Q4 | $68K | Hold |
225
| – | – | ﹤0.01% | 913 |
|
2021
Q3 | $64K | Sell |
225
-60
| -21% | -$17.1K | ﹤0.01% | 876 |
|
2021
Q2 | $71K | Hold |
285
| – | – | ﹤0.01% | 869 |
|
2021
Q1 | $62K | Hold |
285
| – | – | ﹤0.01% | 881 |
|
2020
Q4 | $81K | Buy |
285
+95
| +50% | +$27K | ﹤0.01% | 757 |
|
2020
Q3 | $43K | Sell |
190
-25
| -12% | -$5.66K | ﹤0.01% | 865 |
|
2020
Q2 | $41K | Hold |
215
| – | – | ﹤0.01% | 831 |
|
2020
Q1 | $31K | Buy |
215
+25
| +13% | +$3.61K | ﹤0.01% | 898 |
|
2019
Q4 | $29K | Hold |
190
| – | – | ﹤0.01% | 954 |
|
2019
Q3 | $27K | Hold |
190
| – | – | ﹤0.01% | 964 |
|
2019
Q2 | $26K | Hold |
190
| – | – | ﹤0.01% | 906 |
|
2019
Q1 | $23K | Sell |
190
-237
| -56% | -$28.7K | ﹤0.01% | 926 |
|
2018
Q4 | $46K | Buy |
427
+237
| +125% | +$25.5K | ﹤0.01% | 791 |
|
2018
Q3 | $22K | Hold |
190
| – | – | ﹤0.01% | 927 |
|
2018
Q2 | $20K | Hold |
190
| – | – | ﹤0.01% | 927 |
|
2018
Q1 | $18K | Hold |
190
| – | – | ﹤0.01% | 961 |
|
2017
Q4 | $17K | Hold |
190
| – | – | ﹤0.01% | 955 |
|
2017
Q3 | $15K | Hold |
190
| – | – | ﹤0.01% | 958 |
|
2017
Q2 | $15K | Hold |
190
| – | – | ﹤0.01% | 933 |
|
2017
Q1 | $13K | Hold |
190
| – | – | ﹤0.01% | 964 |
|
2016
Q4 | $13K | Hold |
190
| – | – | ﹤0.01% | 936 |
|
2016
Q3 | $13K | Hold |
190
| – | – | ﹤0.01% | 936 |
|
2016
Q2 | $12K | Hold |
190
| – | – | ﹤0.01% | 958 |
|
2016
Q1 | $12K | Hold |
190
| – | – | ﹤0.01% | 945 |
|
2015
Q4 | $11K | Hold |
190
| – | – | ﹤0.01% | 955 |
|
2015
Q3 | $11K | Hold |
190
| – | – | ﹤0.01% | 948 |
|
2015
Q2 | $12K | Hold |
190
| – | – | ﹤0.01% | 993 |
|
2015
Q1 | $12K | Hold |
190
| – | – | ﹤0.01% | 988 |
|
2014
Q4 | $10K | Hold |
190
| – | – | ﹤0.01% | 882 |
|
2014
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 889 |
|
2014
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 893 |
|
2014
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 914 |
|
2013
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 924 |
|
2013
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 923 |
|
2013
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 932 |
|