UP Strategic Wealth Investment 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 | $238K | Buy |
3,356
+34
| +1% | +$2.42K | 0.19% | 77 |
|
|
2025
Q1 | $211K | Buy |
3,322
+238
| +8% | +$15.1K | 0.19% | 82 |
|
|
2024
Q4 | $233K | Buy |
3,084
+536
| +21% | +$40.6K | 0.23% | 69 |
|
|
2024
Q3 | $225K | Buy |
+2,548
| New | +$225K | 0.25% | 72 |
|
|
2024
Q2 | – | Sell |
-2,459
| Closed | -$231K | – | 63 |
|
|
2024
Q1 | $231K | Hold |
2,459
| – | – | 0.38% | 53 |
|
|
2023
Q4 | $267K | Buy |
+2,459
| New | +$267K | 0.49% | 44 |
|