Delap Wealth Advisory’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,762
| Closed | -$239K | – | 84 |
|
2025
Q1 | $239K | Buy |
3,762
+257
| +7% | +$16.3K | 0.13% | 72 |
|
2024
Q4 | $265K | Buy |
3,505
+5
| +0.1% | +$378 | 0.16% | 68 |
|
2024
Q3 | $309K | Buy |
3,500
+7
| +0.2% | +$619 | 0.2% | 45 |
|
2024
Q2 | $263K | Sell |
3,493
-688
| -16% | -$51.9K | 0.12% | 90 |
|
2024
Q1 | $393K | Sell |
4,181
-3,798
| -48% | -$357K | 0.16% | 101 |
|
2023
Q4 | $866K | Buy |
7,979
+4,069
| +104% | +$442K | 0.39% | 34 |
|
2023
Q3 | $374K | Buy |
3,910
+1,669
| +74% | +$160K | 0.36% | 33 |
|
2023
Q2 | $247K | Sell |
2,241
-1,661
| -43% | -$183K | 0.24% | 38 |
|
2023
Q1 | $479K | Buy |
+3,902
| New | +$479K | 0.49% | 31 |
|