LWM
Liberty Wealth Management’s Nike NKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+3,146
| New | +$224K | 0.04% | 208 |
|
|
2025
Q1 | – | Sell |
-3,092
| Closed | -$234K | – | 183 |
|
|
2024
Q4 | $234K | Hold |
3,092
| – | – | 0.04% | 184 |
|
|
2024
Q3 | $273K | Sell |
3,092
-1,880
| -38% | -$166K | 0.05% | 167 |
|
|
2024
Q2 | $249K | Buy |
4,972
+1,384
| +39% | +$69.3K | 0.05% | 171 |
|
|
2024
Q1 | $337K | Sell |
3,588
-583
| -14% | -$54.8K | 0.07% | 135 |
|
|
2023
Q4 | $453K | Sell |
4,171
-8
| -0.2% | -$869 | 0.1% | 103 |
|
|
2023
Q3 | $400K | Sell |
4,179
-142
| -3% | -$13.6K | 0.1% | 105 |
|
|
2023
Q2 | $477K | Buy |
4,321
+18
| +0.4% | +$1.99K | 0.12% | 98 |
|
|
2023
Q1 | $527K | Buy |
+4,303
| New | +$527K | 0.11% | 119 |
|
|
2022
Q3 | $334K | Buy |
4,020
+106
| +3% | +$8.81K | 0.09% | 101 |
|
|
2022
Q2 | $400K | Buy |
3,914
+13
| +0.3% | +$1.33K | 0.16% | 90 |
|
|
2022
Q1 | $525K | Buy |
+3,901
| New | +$525K | 0.19% | 75 |
|
|
2021
Q4 | – | Sell |
-4,559
| Closed | -$680K | – | 85 |
|
|
2021
Q3 | $680K | Buy |
4,559
+766
| +20% | +$114K | 0.24% | 64 |
|
|
2021
Q2 | $586K | Buy |
3,793
+9
| +0.2% | +$1.39K | 0.23% | 65 |
|
|
2021
Q1 | $513K | Hold |
3,784
| – | – | 0.25% | 61 |
|
|
2020
Q4 | $513K | Sell |
3,784
-63
| -2% | -$8.54K | 0.25% | 61 |
|
|
2020
Q3 | $483K | Sell |
3,847
-243
| -6% | -$30.5K | 0.28% | 56 |
|
|
2020
Q2 | $401K | Buy |
4,090
+220
| +6% | +$21.6K | 0.28% | 57 |
|
|
2020
Q1 | $320K | Sell |
3,870
-15
| -0.4% | -$1.24K | 0.28% | 59 |
|
|
2019
Q4 | $394K | Buy |
3,885
+25
| +0.6% | +$2.54K | 0.31% | 61 |
|
|
2019
Q3 | $363K | Sell |
3,860
-41
| -1% | -$3.86K | 0.34% | 55 |
|
|
2019
Q2 | $328K | Buy |
3,901
+2
| +0.1% | +$168 | 0.29% | 77 |
|
|
2019
Q1 | $328K | Sell |
3,899
-43
| -1% | -$3.62K | 0.25% | 61 |
|
|
2018
Q4 | $292K | Buy |
+3,942
| New | +$292K | 0.22% | 66 |
|