CM Wealth Advisors’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,652
| Closed | -$235K | – | 86 |
|
|
2024
Q3 | $235K | Hold |
2,652
| – | – | 0.08% | 80 |
|
|
2024
Q2 | $201K | Hold |
2,652
| – | – | 0.1% | 73 |
|
|
2024
Q1 | $249K | Sell |
2,652
-251
| -9% | -$23.5K | 0.07% | 153 |
|
|
2023
Q4 | $316K | Hold |
2,903
| – | – | 0.14% | 60 |
|
|
2023
Q3 | $307K | Sell |
2,903
-3,721
| -56% | -$393K | 0.12% | 58 |
|
|
2023
Q2 | $719K | Sell |
6,624
-17,192
| -72% | -$1.87M | 0.24% | 43 |
|
|
2023
Q1 | $2.95M | Buy |
23,816
+20,950
| +731% | +$2.59M | 0.57% | 20 |
|
|
2022
Q4 | $335K | Hold |
2,866
| – | – | 0.17% | 49 |
|
|
2022
Q3 | $239M | Hold |
2,866
| – | – | 0.13% | 63 |
|
|
2022
Q2 | $294K | Buy |
+2,866
| New | +$294K | 0.18% | 54 |
|