SWA
SOA Wealth Advisors’s Nike NKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
4,447
-923
| -17% | -$65.6K | 0.06% | 159 |
|
|
2025
Q1 | $341K | Buy |
5,370
+80
| +2% | +$5.08K | 0.07% | 136 |
|
|
2024
Q4 | $400K | Sell |
5,290
-493
| -9% | -$37.3K | 0.07% | 128 |
|
|
2024
Q3 | $511K | Sell |
5,783
-4,803
| -45% | -$425K | 0.1% | 111 |
|
|
2024
Q2 | $798K | Sell |
10,586
-10,177
| -49% | -$767K | 0.16% | 82 |
|
|
2024
Q1 | $1.95M | Sell |
20,763
-513
| -2% | -$48.2K | 0.4% | 48 |
|
|
2023
Q4 | $2.31M | Sell |
21,276
-2,077
| -9% | -$225K | 0.51% | 41 |
|
|
2023
Q3 | $2.23M | Sell |
23,353
-3,557
| -13% | -$340K | 0.56% | 36 |
|
|
2023
Q2 | $2.97M | Sell |
26,910
-260
| -1% | -$28.7K | 0.7% | 33 |
|
|
2023
Q1 | $3.33M | Buy |
27,170
+388
| +1% | +$47.6K | 0.82% | 27 |
|
|
2022
Q4 | $3.13M | Sell |
26,782
-641
| -2% | -$75K | 0.84% | 27 |
|
|
2022
Q3 | $2.28M | Buy |
27,423
+445
| +2% | +$37K | 0.69% | 37 |
|
|
2022
Q2 | $2.76M | Sell |
26,978
-302
| -1% | -$30.9K | 0.81% | 32 |
|
|
2022
Q1 | $3.67M | Sell |
27,280
-388
| -1% | -$52.2K | 0.89% | 28 |
|
|
2021
Q4 | $4.63M | Sell |
27,668
-6
| -0% | -$1.01K | 1.12% | 21 |
|
|
2021
Q3 | $4.02M | Buy |
27,674
+121
| +0.4% | +$17.6K | 1.03% | 24 |
|
|
2021
Q2 | $4.26M | Sell |
27,553
-280
| -1% | -$43.3K | 1.09% | 23 |
|
|
2021
Q1 | $3.7M | Sell |
27,833
-768
| -3% | -$102K | 1.03% | 27 |
|
|
2020
Q4 | $4.07M | Buy |
+28,601
| New | +$4.07M | 1.11% | 24 |
|