Heritage Wealth Management (Ohio)’s Nike NKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,752	Closed	-$208K	–	236
2024 Q4	$208K	Buy	2,752 +2	+0.1%	+$151	0.07%	220
2024 Q3	$243K	Hold	2,750	–	–	0.08%	205
2024 Q2	$207K	Buy	+2,750	New	+$207K	0.07%	216