Wealthquest’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,342
| Closed | -$320K | – | 136 |
|
|
2023
Q3 | $320K | Buy |
3,342
+11
| +0.3% | +$1.05K | 0.04% | 100 |
|
|
2023
Q2 | $368K | Buy |
3,331
+1
| +0% | +$110 | 0.04% | 83 |
|
|
2023
Q1 | $408K | Hold |
3,330
| – | – | 0.05% | 79 |
|
|
2022
Q4 | $390K | Sell |
3,330
-203
| -6% | -$23.8K | 0.05% | 85 |
|
|
2022
Q3 | $293K | Sell |
3,533
-15
| -0.4% | -$1.24K | 0.04% | 94 |
|
|
2022
Q2 | $362K | Sell |
3,548
-238
| -6% | -$24.3K | 0.05% | 86 |
|
|
2022
Q1 | $631K | Hold |
3,786
| – | – | 0.1% | 69 |
|
|
2021
Q4 | $631K | Buy |
3,786
+79
| +2% | +$13.2K | 0.1% | 69 |
|
|
2021
Q3 | $538K | Sell |
3,707
-21
| -0.6% | -$3.05K | 0.09% | 74 |
|
|
2021
Q2 | $576K | Buy |
3,728
+63
| +2% | +$9.73K | 0.1% | 72 |
|
|
2021
Q1 | $487K | Buy |
3,665
+6
| +0.2% | +$797 | 0.09% | 80 |
|
|
2020
Q4 | $517K | Buy |
3,659
+21
| +0.6% | +$2.97K | 0.11% | 73 |
|
|
2020
Q3 | $456K | Hold |
3,638
| – | – | 0.11% | 70 |
|
|
2020
Q2 | $356K | Buy |
+3,638
| New | +$356K | 0.09% | 75 |
|
|
2019
Q4 | $368K | Sell |
3,638
-7
| -0.2% | -$708 | 0.11% | 91 |
|
|
2019
Q3 | $342K | Sell |
3,645
-297
| -8% | -$27.9K | 0.11% | 93 |
|
|
2019
Q2 | $331K | Buy |
3,942
+288
| +8% | +$24.2K | 0.13% | 95 |
|
|
2019
Q1 | $307K | Hold |
3,654
| – | – | 0.12% | 94 |
|
|
2018
Q4 | $270K | Buy |
+3,654
| New | +$270K | 0.11% | 103 |
|