PWAG
Polaris Wealth Advisory Group’s Nike NKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.9M | Buy |
135,410
+89,714
| +196% | +$8.58M | 0.99% | 38 |
|
|
2023
Q2 | $5.04M | Sell |
45,696
-1,051
| -2% | -$116K | 0.38% | 77 |
|
|
2023
Q1 | $5.73M | Sell |
46,747
-10,363
| -18% | -$1.27M | 0.42% | 78 |
|
|
2022
Q4 | $7.31M | Sell |
57,110
-25,269
| -31% | -$3.23M | 0.54% | 58 |
|
|
2022
Q3 | $7.14M | Buy |
+82,379
| New | +$7.14M | 0.59% | 53 |
|
|
2021
Q1 | – | Sell |
-4,918
| Closed | -$720K | – | 190 |
|
|
2020
Q4 | $720K | Buy |
4,918
+2,964
| +152% | +$434K | 0.05% | 107 |
|
|
2020
Q3 | $250K | Sell |
1,954
-237,045
| -99% | -$30.3M | 0.02% | 141 |
|
|
2020
Q2 | $23.3M | Sell |
238,999
-26,467
| -10% | -$2.58M | 1.84% | 21 |
|
|
2020
Q1 | $22M | Buy |
265,466
+263,525
| +13,577% | +$21.8M | 2.39% | 18 |
|
|
2019
Q4 | $201K | Buy |
+1,941
| New | +$201K | 0.01% | 150 |
|
|
2018
Q4 | – | Sell |
-1,401
| Closed | -$119K | – | 338 |
|
|
2018
Q3 | $119K | Buy |
+1,401
| New | +$119K | 0.01% | 181 |
|
|
2018
Q2 | – | Sell |
-891
| Closed | -$59K | – | 358 |
|
|
2018
Q1 | $59K | Buy |
+891
| New | +$59K | ﹤0.01% | 209 |
|