Martel Wealth Advisors’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 |
-2,704
| Closed | -$205K | – | 70 |
|
2024
Q4 | $205K | Sell |
2,704
-65
| -2% | -$4.92K | 0.04% | 69 |
|
2024
Q3 | $228K | Sell |
2,769
-387
| -12% | -$31.8K | 0.05% | 48 |
|
2024
Q2 | $238K | Sell |
3,156
-9
| -0.3% | -$678 | 0.05% | 47 |
|
2024
Q1 | $297K | Sell |
3,165
-28
| -0.9% | -$2.63K | 0.06% | 38 |
|
2023
Q4 | $347K | Sell |
3,193
-21
| -0.7% | -$2.28K | 0.08% | 38 |
|
2023
Q3 | $307K | Sell |
3,214
-208
| -6% | -$19.9K | 0.08% | 39 |
|
2023
Q2 | $378K | Sell |
3,422
-62
| -2% | -$6.84K | 0.09% | 40 |
|
2023
Q1 | $427K | Sell |
3,484
-139
| -4% | -$17K | 0.11% | 33 |
|
2022
Q4 | $424K | Buy |
3,623
+863
| +31% | +$101K | 0.11% | 36 |
|
2022
Q3 | $229K | Hold |
2,760
| – | – | 0.07% | 45 |
|
2022
Q2 | $282K | Buy |
2,760
+380
| +16% | +$38.8K | 0.08% | 42 |
|
2022
Q1 | $320K | Sell |
2,380
-12
| -0.5% | -$1.62K | 0.08% | 41 |
|
2021
Q4 | $399K | Sell |
2,392
-116
| -5% | -$19.3K | 0.09% | 38 |
|
2021
Q3 | $364K | Sell |
2,508
-189
| -7% | -$27.4K | 0.09% | 38 |
|
2021
Q2 | $417K | Hold |
2,697
| – | – | 0.1% | 38 |
|
2021
Q1 | $358K | Sell |
2,697
-343
| -11% | -$45.6K | 0.1% | 38 |
|
2020
Q4 | $430K | Sell |
3,040
-35
| -1% | -$4.95K | 0.12% | 35 |
|
2020
Q3 | $386K | Hold |
3,075
| – | – | 0.13% | 33 |
|
2020
Q2 | $302K | Buy |
3,075
+120
| +4% | +$11.8K | 0.1% | 37 |
|
2020
Q1 | $244K | Sell |
2,955
-510
| -15% | -$42.2K | 0.1% | 35 |
|
2019
Q4 | $351K | Sell |
3,465
-46
| -1% | -$4.66K | 0.12% | 33 |
|
2019
Q3 | $330K | Sell |
3,511
-238
| -6% | -$22.4K | 0.12% | 32 |
|
2019
Q2 | $315K | Sell |
3,749
-218
| -5% | -$18.3K | 0.11% | 32 |
|
2019
Q1 | $334K | Sell |
3,967
-1,000
| -20% | -$84.2K | 0.13% | 32 |
|
2018
Q4 | $368K | Sell |
4,967
-210
| -4% | -$15.6K | 0.15% | 31 |
|
2018
Q3 | $439K | Buy |
+5,177
| New | +$439K | 0.17% | 28 |
|