XWM
Xcel Wealth Management’s Nike NKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+4,055
| New | +$288K | 0.08% | 118 |
|
|
2023
Q3 | – | Sell |
-6,660
| Closed | -$735K | – | 125 |
|
|
2023
Q2 | $735K | Sell |
6,660
-275
| -4% | -$30.4K | 0.23% | 71 |
|
|
2023
Q1 | $850K | Sell |
6,935
-590
| -8% | -$72.4K | 0.3% | 62 |
|
|
2022
Q4 | $880K | Buy |
7,525
+1
| +0% | +$117 | 0.35% | 60 |
|
|
2022
Q3 | $625K | Sell |
7,524
-1,500
| -17% | -$125K | 0.23% | 69 |
|
|
2022
Q2 | $922K | Sell |
9,024
-2,809
| -24% | -$287K | 0.34% | 59 |
|
|
2022
Q1 | $1.59M | Sell |
11,833
-2,484
| -17% | -$334K | 0.44% | 60 |
|
|
2021
Q4 | $2.39M | Buy |
14,317
+2
| +0% | +$333 | 0.61% | 51 |
|
|
2021
Q3 | $2.08M | Sell |
14,315
-250
| -2% | -$36.3K | 0.6% | 49 |
|
|
2021
Q2 | $2.25M | Buy |
14,565
+1,550
| +12% | +$239K | 0.68% | 43 |
|
|
2021
Q1 | $1.73M | Buy |
13,015
+2,820
| +28% | +$375K | 0.62% | 42 |
|
|
2020
Q4 | $1.44M | Buy |
10,195
+2,291
| +29% | +$324K | 0.62% | 41 |
|
|
2020
Q3 | $992K | Buy |
+7,904
| New | +$992K | 0.51% | 45 |
|