Avitas Wealth Management’s Nike NKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$320K Sell
4,229
-1,989
-32% -$151K 0.04% 173
2024
Q3
$550K Buy
6,218
+580
+10% +$51.3K 0.08% 154
2024
Q2
$425K Buy
5,638
+1,021
+22% +$77K 0.06% 173
2024
Q1
$434K Sell
4,617
-46
-1% -$4.32K 0.07% 179
2023
Q4
$506K Sell
4,663
-18
-0.4% -$1.95K 0.08% 160
2023
Q3
$448K Buy
4,681
+685
+17% +$65.5K 0.09% 168
2023
Q2
$441K Sell
3,996
-58
-1% -$6.4K 0.08% 165
2023
Q1
$497K Sell
4,054
-122
-3% -$15K 0.1% 156
2022
Q4
$489K Buy
+4,176
New +$489K 0.1% 143
2022
Q3
Sell
-6,023
Closed -$616K 209
2022
Q2
$616K Sell
6,023
-148
-2% -$15.1K 0.13% 135
2022
Q1
$830K Sell
6,171
-4,522
-42% -$608K 0.15% 137
2021
Q4
$1.78M Buy
10,693
+359
+3% +$59.8K 0.3% 98
2021
Q3
$1.5M Sell
10,334
-2,360
-19% -$343K 0.27% 115
2021
Q2
$1.96M Buy
12,694
+5,175
+69% +$799K 0.35% 110
2021
Q1
$999K Buy
7,519
+3,082
+69% +$409K 0.2% 139
2020
Q4
$628K Buy
4,437
+932
+27% +$132K 0.13% 179
2020
Q3
$440K Buy
+3,505
New +$440K 0.12% 154
2020
Q2
Sell
-4,901
Closed -$406K 178
2020
Q1
$406K Sell
4,901
-4,330
-47% -$359K 0.18% 109
2019
Q4
$935K Sell
9,231
-41
-0.4% -$4.15K 0.24% 113
2019
Q3
$871K Sell
9,272
-4,120
-31% -$387K 0.24% 111
2019
Q2
$1.12M Sell
13,392
-346
-3% -$29K 0.31% 103
2019
Q1
$1.16M Sell
13,738
-856
-6% -$72.1K 0.34% 96
2018
Q4
$1.08M Buy
+14,594
New +$1.08M 0.36% 97