MWM
Mattern Wealth Management’s Nike NKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,166
| Closed | -$1.8M | – | 180 |
|
|
2024
Q1 | $1.8M | Sell |
19,166
-754
| -4% | -$70.9K | 0.44% | 68 |
|
|
2023
Q4 | $2.16M | Buy |
19,920
+2,165
| +12% | +$235K | 0.56% | 52 |
|
|
2023
Q3 | $1.7M | Buy |
17,755
+6,432
| +57% | +$615K | 0.5% | 56 |
|
|
2023
Q2 | $1.25M | Buy |
11,323
+1,270
| +13% | +$140K | 0.36% | 76 |
|
|
2023
Q1 | $1.23M | Sell |
10,053
-1,422
| -12% | -$174K | 0.41% | 76 |
|
|
2022
Q4 | $1.34M | Sell |
11,475
-27
| -0.2% | -$3.16K | 0.54% | 61 |
|
|
2022
Q3 | $956K | Buy |
11,502
+164
| +1% | +$13.6K | 0.38% | 73 |
|
|
2022
Q2 | $1.16M | Buy |
11,338
+28
| +0.2% | +$2.86K | 0.45% | 61 |
|
|
2022
Q1 | $1.52M | Buy |
11,310
+1,953
| +21% | +$263K | 0.5% | 60 |
|
|
2021
Q4 | $1.56M | Buy |
9,357
+202
| +2% | +$33.7K | 0.46% | 56 |
|
|
2021
Q3 | $1.33M | Sell |
9,155
-114
| -1% | -$16.6K | 0.45% | 63 |
|
|
2021
Q2 | $1.48M | Sell |
9,269
-402
| -4% | -$64.3K | 0.47% | 59 |
|
|
2021
Q1 | $1.29M | Buy |
9,671
+655
| +7% | +$87K | 0.45% | 62 |
|
|
2020
Q4 | $1.28M | Sell |
9,016
-15
| -0.2% | -$2.12K | 0.48% | 59 |
|
|
2020
Q3 | $1.13M | Sell |
9,031
-18
| -0.2% | -$2.26K | 0.49% | 63 |
|
|
2020
Q2 | $887K | Buy |
9,049
+928
| +11% | +$91K | 0.43% | 73 |
|
|
2020
Q1 | $672K | Sell |
8,121
-8
| -0.1% | -$662 | 0.48% | 68 |
|
|
2019
Q4 | $824K | Buy |
+8,129
| New | +$824K | 0.49% | 73 |
|