Focused 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
Q3
Sell
-1,840
Closed -$139K 225
2024
Q2
$139K Buy
1,840
+301
+20% +$22.7K 0.02% 154
2024
Q1
$145K Buy
1,539
+31
+2% +$2.91K 0.02% 148
2023
Q4
$164K Sell
1,508
-14
-0.9% -$1.52K 0.03% 157
2023
Q3
$146K Buy
1,522
+10
+0.7% +$956 0.03% 158
2023
Q2
$167K Buy
1,512
+540
+56% +$59.6K 0.03% 150
2023
Q1
$119K Sell
972
-13
-1% -$1.6K 0.02% 182
2022
Q4
$115K Buy
985
+14
+1% +$1.64K 0.02% 180
2022
Q3
$81K Buy
971
+38
+4% +$3.17K 0.02% 200
2022
Q2
$95K Hold
933
0.02% 190
2022
Q1
$126K Sell
933
-313
-25% -$42.3K 0.02% 185
2021
Q4
$208K Sell
1,246
-445
-26% -$74.3K 0.03% 169
2021
Q3
$246K Buy
1,691
+1
+0.1% +$145 0.04% 150
2021
Q2
$261K Hold
1,690
0.04% 145
2021
Q1
$225K Buy
1,690
+754
+81% +$100K 0.04% 158
2020
Q4
$132K Buy
936
+1
+0.1% +$141 0.03% 212
2020
Q3
$117K Buy
935
+16
+2% +$2K 0.03% 221
2020
Q2
$90K Sell
919
-481
-34% -$47.1K 0.02% 241
2020
Q1
$116K Buy
1,400
+540
+63% +$44.7K 0.03% 175
2019
Q4
$87K Hold
860
0.02% 265
2019
Q3
$81K Sell
860
-199
-19% -$18.7K 0.02% 253
2019
Q2
$89K Hold
1,059
0.02% 257
2019
Q1
$89K Hold
1,059
0.03% 231
2018
Q4
$79K Hold
1,059
0.03% 252
2018
Q3
$90K Buy
1,059
+800
+309% +$68K 0.03% 239
2018
Q2
$21K Sell
259
-800
-76% -$64.9K 0.01% 351
2018
Q1
$70K Buy
1,059
+1
+0.1% +$66 0.02% 267
2017
Q4
$66K Hold
1,058
0.02% 270
2017
Q3
$55K Buy
1,058
+830
+364% +$43.1K 0.02% 225
2017
Q2
$13K Buy
228
+200
+714% +$11.4K ﹤0.01% 431
2017
Q1
$2K Sell
28
-351
-93% -$25.1K ﹤0.01% 608
2016
Q4
$19K Hold
379
0.01% 385
2016
Q3
$20K Sell
379
-47
-11% -$2.48K 0.01% 363
2016
Q2
$24K Sell
426
-25
-6% -$1.41K 0.01% 329
2016
Q1
$28K Buy
+451
New +$28K 0.02% 256