Beta Wealth Group’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
6,011
-197
| -3% | -$14K | 0.16% | 81 |
|
|
2025
Q1 | $394K | Sell |
6,208
-197
| -3% | -$12.5K | 0.14% | 78 |
|
|
2024
Q4 | $485K | Buy |
6,405
+100
| +2% | +$7.57K | 0.21% | 79 |
|
|
2024
Q3 | $557K | Buy |
6,305
+402
| +7% | +$35.5K | 0.25% | 69 |
|
|
2024
Q2 | $445K | Buy |
5,903
+701
| +13% | +$52.8K | 0.21% | 76 |
|
|
2024
Q1 | $489K | Buy |
5,202
+701
| +16% | +$65.9K | 0.24% | 67 |
|
|
2023
Q4 | $489K | Buy |
4,501
+101
| +2% | +$11K | 0.26% | 61 |
|
|
2023
Q3 | $421K | Buy |
4,400
+500
| +13% | +$47.8K | 0.25% | 71 |
|
|
2023
Q2 | $430K | Buy |
3,900
+2,100
| +117% | +$232K | 0.25% | 68 |
|
|
2023
Q1 | $221K | Buy |
+1,800
| New | +$221K | 0.13% | 96 |
|
|
2022
Q4 | – | Sell |
-2,900
| Closed | -$241K | – | 104 |
|
|
2022
Q3 | $241K | Buy |
2,900
+900
| +45% | +$74.8K | 0.17% | 79 |
|
|
2022
Q2 | $204K | Buy |
2,000
+100
| +5% | +$10.2K | 0.14% | 86 |
|
|
2022
Q1 | $256K | Hold |
1,900
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $276K | Hold |
1,900
| – | – | 0.2% | 51 |
|
|
2021
Q3 | $276K | Hold |
1,900
| – | – | 0.2% | 51 |
|
|
2021
Q2 | $294K | Buy |
+1,900
| New | +$294K | 0.2% | 52 |
|