Heritage Wealth Management (California)’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
3,621
-588
| -14% | -$41.8K | 0.17% | 74 |
|
|
2025
Q1 | $267K | Sell |
4,209
-74
| -2% | -$4.7K | 0.2% | 68 |
|
|
2024
Q4 | $324K | Buy |
4,283
+611
| +17% | +$46.2K | 0.23% | 61 |
|
|
2024
Q3 | $325K | Sell |
3,672
-15
| -0.4% | -$1.33K | 0.23% | 56 |
|
|
2024
Q2 | $278K | Sell |
3,687
-115
| -3% | -$8.67K | 0.2% | 57 |
|
|
2024
Q1 | $357K | Buy |
3,802
+210
| +6% | +$19.7K | 0.27% | 51 |
|
|
2023
Q4 | $390K | Buy |
+3,592
| New | +$390K | 0.31% | 46 |
|