Winch Advisory Services’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Buy |
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|
2025
Q1 | $55.5K | Buy |
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|
2024
Q4 | $53.3K | Buy |
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|
2024
Q3 | $48.5K | Buy |
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|
2024
Q2 | $42K | Buy |
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|
2024
Q1 | $43.3K | Buy |
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|
2023
Q4 | $40.4K | Buy |
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|
2023
Q3 | $35K | Buy |
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|
2023
Q2 | $34K | Buy |
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|
2023
Q1 | $31K | Hold |
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|
2022
Q4 | $40K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $27K | Buy |
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