Mowery & Schoenfeld 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 | – | Sell |
-1,035
| Closed | -$65.7K | – | 440 |
|
2025
Q1 | $65.7K | Buy |
1,035
+861
| +495% | +$54.7K | 0.13% | 114 |
|
2024
Q4 | $13.2K | Buy |
+174
| New | +$13.2K | 0.03% | 205 |
|
2024
Q3 | – | Sell |
-3
| Closed | -$227 | – | 256 |
|
2024
Q2 | $227 | Hold |
3
| – | – | ﹤0.01% | 207 |
|
2024
Q1 | $282 | Hold |
3
| – | – | ﹤0.01% | 157 |
|
2023
Q4 | $326 | Buy |
+3
| New | +$326 | ﹤0.01% | 161 |
|