WMA
Wealth Management Associates’s Nike NKE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,040
| Closed | -$455K | – | 218 |
|
2024
Q2 | $455K | Hold |
6,040
| – | – | 0.21% | 92 |
|
2024
Q1 | $455K | Buy |
6,040
+1,886
| +45% | +$142K | 0.21% | 92 |
|
2023
Q4 | $451K | Sell |
4,154
-131
| -3% | -$14.2K | 0.24% | 87 |
|
2023
Q3 | $410K | Buy |
4,285
+441
| +11% | +$42.2K | 0.24% | 89 |
|
2023
Q2 | $424K | Sell |
3,844
-72
| -2% | -$7.95K | 0.24% | 86 |
|
2023
Q1 | $480K | Sell |
3,916
-39
| -1% | -$4.78K | 0.3% | 81 |
|
2022
Q4 | $463K | Sell |
3,955
-1,128
| -22% | -$132K | 0.31% | 73 |
|
2022
Q3 | $422K | Buy |
5,083
+2
| +0% | +$166 | 0.3% | 94 |
|
2022
Q2 | $519K | Sell |
5,081
-2,999
| -37% | -$306K | 0.35% | 69 |
|
2022
Q1 | $1.09M | Buy |
8,080
+175
| +2% | +$23.5K | 0.62% | 35 |
|
2021
Q4 | $1.32M | Buy |
7,905
+2
| +0% | +$333 | 0.71% | 28 |
|
2021
Q3 | $1.15M | Sell |
7,903
-594
| -7% | -$86.3K | 0.67% | 31 |
|
2021
Q2 | $1.31M | Buy |
8,497
+619
| +8% | +$95.6K | 0.75% | 28 |
|
2021
Q1 | $1.05M | Hold |
7,878
| – | – | 0.66% | 31 |
|
2020
Q4 | $1.11M | Sell |
7,878
-1,028
| -12% | -$145K | 0.73% | 28 |
|
2020
Q3 | $1.12M | Sell |
8,906
-308
| -3% | -$38.7K | 0.86% | 26 |
|
2020
Q2 | $903K | Buy |
9,214
+2
| +0% | +$196 | 0.76% | 28 |
|
2020
Q1 | $762K | Sell |
9,212
-19
| -0.2% | -$1.57K | 0.77% | 30 |
|
2019
Q4 | $935K | Buy |
9,231
+119
| +1% | +$12.1K | 0.67% | 34 |
|
2019
Q3 | $856K | Buy |
+9,112
| New | +$856K | 0.69% | 34 |
|