Lyell Wealth Management’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.71M | Sell |
24,073
-19,378
| -45% | -$1.38M | 0.14% | 95 |
|
2025
Q1 | $2.76M | Sell |
43,451
-5,689
| -12% | -$361K | 0.26% | 83 |
|
2024
Q4 | $3.72M | Sell |
49,140
-7,854
| -14% | -$594K | 0.33% | 76 |
|
2024
Q3 | $5.04M | Sell |
56,994
-27,349
| -32% | -$2.42M | 0.46% | 68 |
|
2024
Q2 | $6.36M | Sell |
84,343
-2,918
| -3% | -$220K | 0.61% | 56 |
|
2024
Q1 | $8.2M | Sell |
87,261
-327
| -0.4% | -$30.7K | 0.83% | 42 |
|
2023
Q4 | $9.51M | Buy |
87,588
+1,000
| +1% | +$109K | 1.08% | 35 |
|
2023
Q3 | $8.28M | Sell |
86,588
-562
| -0.6% | -$53.7K | 1.11% | 33 |
|
2023
Q2 | $9.62M | Sell |
87,150
-41
| -0% | -$4.53K | 1.23% | 27 |
|
2023
Q1 | $10.7M | Sell |
87,191
-1,074
| -1% | -$132K | 1.5% | 16 |
|
2022
Q4 | $10.3M | Buy |
88,265
+970
| +1% | +$114K | 1.63% | 14 |
|
2022
Q3 | $7.26M | Buy |
87,295
+2,296
| +3% | +$191K | 1.24% | 21 |
|
2022
Q2 | $8.71M | Sell |
84,999
-414
| -0.5% | -$42.4K | 1.42% | 19 |
|
2022
Q1 | $11.5M | Sell |
85,413
-554
| -0.6% | -$74.7K | 1.48% | 18 |
|
2021
Q4 | $14.3M | Buy |
85,967
+357
| +0.4% | +$59.5K | 1.64% | 17 |
|
2021
Q3 | $12.5M | Sell |
85,610
-144
| -0.2% | -$21K | 1.52% | 22 |
|
2021
Q2 | $13.3M | Buy |
85,754
+3,417
| +4% | +$529K | 1.64% | 17 |
|
2021
Q1 | $11M | Buy |
82,337
+4,584
| +6% | +$610K | 1.6% | 20 |
|
2020
Q4 | $11M | Buy |
77,753
+6,622
| +9% | +$937K | 1.76% | 16 |
|
2020
Q3 | $8.95M | Buy |
71,131
+1,088
| +2% | +$137K | 1.68% | 21 |
|
2020
Q2 | $6.89M | Buy |
70,043
+4,752
| +7% | +$467K | 1.51% | 25 |
|
2020
Q1 | $5.42M | Buy |
65,291
+2,415
| +4% | +$200K | 1.62% | 24 |
|
2019
Q4 | $6.39M | Sell |
62,876
-120
| -0.2% | -$12.2K | 1.71% | 21 |
|
2019
Q3 | $5.92M | Buy |
62,996
+1,703
| +3% | +$160K | 1.78% | 18 |
|
2019
Q2 | $5.16M | Buy |
61,293
+2,718
| +5% | +$229K | 1.56% | 25 |
|
2019
Q1 | $4.95M | Buy |
58,575
+5,755
| +11% | +$486K | 1.65% | 21 |
|
2018
Q4 | $3.93M | Buy |
52,820
+1,080
| +2% | +$80.3K | 1.64% | 22 |
|
2018
Q3 | $4.39M | Buy |
51,740
+188
| +0.4% | +$16K | 1.48% | 24 |
|
2018
Q2 | $4.12M | Buy |
51,552
+2,500
| +5% | +$200K | 1.51% | 24 |
|
2018
Q1 | $3.27M | Sell |
49,052
-150
| -0.3% | -$10K | 1.21% | 37 |
|
2017
Q4 | $3.09M | Sell |
49,202
-1,780
| -3% | -$112K | 1.23% | 34 |
|
2017
Q3 | $2.65M | Sell |
50,982
-80
| -0.2% | -$4.16K | 1.15% | 37 |
|
2017
Q2 | $3.02M | Buy |
51,062
+1,260
| +3% | +$74.5K | 1.47% | 28 |
|
2017
Q1 | $2.78M | Buy |
49,802
+5,170
| +12% | +$289K | 1.51% | 26 |
|
2016
Q4 | $2.28M | Buy |
+44,632
| New | +$2.28M | 1.41% | 32 |
|