West Financial Advisors’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-600
| Closed | -$45.4K | – | 216 |
|
2024
Q4 | $45.4K | Hold |
600
| – | – | 0.01% | 98 |
|
2024
Q3 | $53K | Hold |
600
| – | – | 0.01% | 86 |
|
2024
Q2 | $45.2K | Hold |
600
| – | – | 0.01% | 82 |
|
2024
Q1 | $56.4K | Hold |
600
| – | – | 0.01% | 79 |
|
2023
Q4 | $65.1K | Hold |
600
| – | – | 0.01% | 75 |
|
2023
Q3 | $57.4K | Hold |
600
| – | – | 0.01% | 77 |
|
2023
Q2 | $66.2K | Hold |
600
| – | – | 0.02% | 73 |
|
2023
Q1 | $73.6K | Hold |
600
| – | – | 0.02% | 70 |
|
2022
Q4 | $70.2K | Sell |
600
-115
| -16% | -$13.5K | 0.02% | 68 |
|
2022
Q3 | $59K | Hold |
715
| – | – | 0.02% | 93 |
|
2022
Q2 | $73K | Sell |
715
-59
| -8% | -$6.02K | 0.02% | 87 |
|
2022
Q1 | $104K | Buy |
774
+174
| +29% | +$23.4K | 0.03% | 80 |
|
2021
Q4 | $100K | Hold |
600
| – | – | 0.03% | 88 |
|
2021
Q3 | $87K | Hold |
600
| – | – | 0.03% | 83 |
|
2021
Q2 | $93K | Hold |
600
| – | – | 0.03% | 73 |
|
2021
Q1 | $80K | Hold |
600
| – | – | 0.03% | 79 |
|
2020
Q4 | $85K | Buy |
+600
| New | +$85K | 0.03% | 78 |
|