Forza Wealth Management’s Nike NKE Stock Holding History

Forza Wealth Management’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,300	Closed	-$203K	–	189
2024 Q3	$203K	Buy	+2,300	New	+$180K	0.09%	178
2024 Q2	–	Sell	-2,142	Closed	-$201K	–	174
2024 Q1	$201K	Hold	2,142	–	–	0.1%	167
2023 Q4	$233K	Hold	2,142	–	–	0.13%	155
2023 Q3	$205K	Sell	2,142 -56	-3%	-$5.76K	0.11%	175
2023 Q2	$243K	Hold	2,198	–	–	0.12%	164
2023 Q1	$270K	Hold	2,198	–	–	0.14%	155
2022 Q4	$257K	Buy	+2,198	New	+$221K	0.17%	126

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Forza Wealth Management's NKE Position: Q4 2024 in Review

Forza Wealth Management sold out of Nike (NKE) in Q4 2024, closing a stake of 2,300 shares — an estimated $203K sold.

Forza Wealth Management first reported a position in NKE in Q4 2022 and held it in 7 quarters. The position peaked at $270K in Q1 2023. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Forza Wealth Management reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
Forza Wealth Management sold 2,300 Nike shares in Q4 2024, an estimated $203K.
Forza Wealth Management first reported a position in Nike in Q4 2022 and held it in 7 quarters.
Forza Wealth Management's Nike position peaked at $270K in Q1 2023.
2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Forza Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.