Willow Creek Wealth Management’s Nike NKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,048
| Closed | -$222K | – | 154 |
|
2023
Q4 | $222K | Buy |
+2,048
| New | +$222K | 0.03% | 137 |
|
2023
Q3 | – | Sell |
-2,072
| Closed | -$229K | – | 138 |
|
2023
Q2 | $229K | Buy |
2,072
+43
| +2% | +$4.75K | 0.03% | 133 |
|
2023
Q1 | $249K | Hold |
2,029
| – | – | 0.04% | 114 |
|
2022
Q4 | $237K | Buy |
+2,029
| New | +$237K | 0.04% | 115 |
|
2022
Q3 | – | Sell |
-1,988
| Closed | -$203K | – | 130 |
|
2022
Q2 | $203K | Sell |
1,988
-49
| -2% | -$5K | 0.04% | 120 |
|
2022
Q1 | $274K | Buy |
2,037
+111
| +6% | +$14.9K | 0.06% | 99 |
|
2021
Q4 | $321K | Hold |
1,926
| – | – | 0.07% | 94 |
|
2021
Q3 | $280K | Hold |
1,926
| – | – | 0.06% | 96 |
|
2021
Q2 | $298K | Hold |
1,926
| – | – | 0.07% | 88 |
|
2021
Q1 | $256K | Hold |
1,926
| – | – | 0.09% | 81 |
|
2020
Q4 | $272K | Sell |
1,926
-400
| -17% | -$56.5K | 0.1% | 74 |
|
2020
Q3 | $292K | Buy |
+2,326
| New | +$292K | 0.12% | 56 |
|