MYIA
Mount Yale Investment Advisors’s Nike NKE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.16M | Buy |
44,416
+807
| +2% | +$57.3K | 0.25% | 81 |
|
2025
Q1 | $2.77M | Buy |
43,609
+13,482
| +45% | +$856K | 0.24% | 92 |
|
2024
Q4 | $2.28M | Sell |
30,127
-28,830
| -49% | -$2.18M | 0.18% | 111 |
|
2024
Q3 | $5.21M | Buy |
58,957
+50,008
| +559% | +$4.42M | 0.5% | 39 |
|
2024
Q2 | $674K | Buy |
+8,949
| New | +$674K | 0.05% | 285 |
|
2024
Q1 | – | Sell |
-2,056
| Closed | -$223K | – | 550 |
|
2023
Q4 | $223K | Sell |
2,056
-78
| -4% | -$8.47K | 0.02% | 462 |
|
2023
Q3 | $204K | Sell |
2,134
-1,096
| -34% | -$105K | 0.02% | 471 |
|
2023
Q2 | $356K | Buy |
3,230
+1,002
| +45% | +$111K | 0.04% | 360 |
|
2023
Q1 | $273K | Buy |
+2,228
| New | +$273K | 0.03% | 404 |
|
2022
Q3 | – | Sell |
-3,185
| Closed | -$326K | – | 465 |
|
2022
Q2 | $326K | Sell |
3,185
-1,491
| -32% | -$153K | 0.04% | 340 |
|
2022
Q1 | $629K | Buy |
4,676
+1,621
| +53% | +$218K | 0.07% | 271 |
|
2021
Q4 | $509K | Sell |
3,055
-1,630
| -35% | -$272K | 0.05% | 287 |
|
2021
Q3 | $680K | Buy |
4,685
+821
| +21% | +$119K | 0.08% | 234 |
|
2021
Q2 | $597K | Sell |
3,864
-1,087
| -22% | -$168K | 0.07% | 244 |
|
2021
Q1 | $658K | Buy |
+4,951
| New | +$658K | 0.09% | 229 |
|
2018
Q4 | – | Sell |
-354
| Closed | -$28K | – | 608 |
|
2018
Q3 | $28K | Hold |
354
| – | – | ﹤0.01% | 716 |
|
2018
Q2 | $28K | Buy |
354
+240
| +211% | +$19K | 0.01% | 726 |
|
2018
Q1 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 870 |
|