Winch 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 | $63K | Buy |
511
+2
| +0.4% | +$247 | 0.02% | 147 |
|
|
2025
Q1 | $55.5K | Buy |
509
+1
| +0.2% | +$109 | 0.01% | 149 |
|
|
2024
Q4 | $53.3K | Buy |
508
+1
| +0.2% | +$105 | 0.01% | 154 |
|
|
2024
Q3 | $48.5K | Buy |
507
+2
| +0.4% | +$191 | 0.01% | 157 |
|
|
2024
Q2 | $42K | Buy |
505
+2
| +0.4% | +$166 | 0.01% | 162 |
|
|
2024
Q1 | $43.3K | Buy |
503
+1
| +0.2% | +$86 | 0.01% | 163 |
|
|
2023
Q4 | $40.4K | Buy |
502
+2
| +0.4% | +$161 | 0.01% | 158 |
|
|
2023
Q3 | $35K | Buy |
500
+1
| +0.2% | +$70 | 0.01% | 165 |
|
|
2023
Q2 | $34K | Buy |
499
+2
| +0.4% | +$136 | 0.01% | 156 |
|
|
2023
Q1 | $31K | Hold |
497
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $40K | Hold |
497
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $35K | Hold |
497
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $36K | Hold |
497
| – | – | 0.01% | 138 |
|
|
2022
Q1 | $47K | Hold |
497
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $43K | Hold |
497
| – | – | 0.01% | 139 |
|
|
2021
Q3 | $37K | Hold |
497
| – | – | 0.01% | 151 |
|
|
2021
Q2 | $35K | Hold |
497
| – | – | 0.01% | 151 |
|
|
2021
Q1 | $41K | Hold |
497
| – | – | 0.02% | 129 |
|
|
2020
Q4 | $33K | Hold |
497
| – | – | 0.01% | 122 |
|
|
2020
Q3 | $27K | Hold |
497
| – | – | 0.01% | 125 |
|
|
2020
Q2 | $27K | Hold |
497
| – | – | 0.01% | 122 |
|
|
2020
Q1 | $27K | Buy |
+497
| New | +$27K | 0.01% | 114 |
|