Roberts 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
Q2 | $3.29M | Buy |
46,352
+2,180
| +5% | +$155K | 0.95% | 37 |
|
|
2025
Q1 | $2.8M | Buy |
44,172
+8,983
| +26% | +$570K | 0.86% | 43 |
|
|
2024
Q4 | $2.5M | Sell |
35,189
-16,618
| -32% | -$1.18M | 0.76% | 46 |
|
|
2024
Q3 | $4.18M | Buy |
51,807
+18,893
| +57% | +$1.53M | 1.35% | 26 |
|
|
2024
Q2 | $2.38M | Buy |
32,914
+1,018
| +3% | +$73.8K | 0.81% | 39 |
|
|
2024
Q1 | $2.97M | Buy |
31,896
+18,243
| +134% | +$1.7M | 1.11% | 35 |
|
|
2023
Q4 | $4.34M | Buy |
13,653
+462
| +4% | +$147K | 0.67% | 45 |
|
|
2023
Q3 | $1.35M | Buy |
+13,191
| New | +$1.35M | 0.59% | 53 |
|