Encompass Wealth Advisors’s Nike NKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
7,575
-297
-4% -$21.1K 0.2% 58
2025
Q1
$500K Buy
7,872
+1
+0% +$63 0.2% 61
2024
Q4
$596K Buy
7,871
+1,025
+15% +$77.6K 0.24% 53
2024
Q3
$605K Buy
6,846
+11
+0.2% +$972 0.15% 131
2024
Q2
$515K Buy
6,835
+7
+0.1% +$528 0.14% 133
2024
Q1
$642K Sell
6,828
-1,343
-16% -$126K 0.17% 122
2023
Q4
$887K Buy
8,171
+193
+2% +$21K 0.27% 75
2023
Q3
$763K Buy
7,978
+2
+0% +$191 0.25% 80
2023
Q2
$880K Buy
7,976
+2
+0% +$221 0.29% 70
2023
Q1
$978K Hold
7,974
0.33% 59
2022
Q4
$933K Buy
7,974
+204
+3% +$23.9K 0.34% 57
2022
Q3
$646K Buy
7,770
+1,687
+28% +$140K 0.25% 74
2022
Q2
$622K Sell
6,083
-1,649
-21% -$169K 0.22% 83
2022
Q1
$1.04M Buy
7,732
+466
+6% +$62.7K 0.26% 66
2021
Q4
$1.21M Sell
7,266
-950
-12% -$158K 0.29% 62
2021
Q3
$1.19M Buy
8,216
+174
+2% +$25.3K 0.31% 62
2021
Q2
$1.24M Buy
8,042
+6
+0.1% +$927 0.31% 65
2021
Q1
$1.06M Buy
8,036
+215
+3% +$28.3K 0.27% 71
2020
Q4
$1.11M Buy
+7,821
New +$1.11M 0.64% 35