Axim Planning & Wealth’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
83,349
+26,383
| +46% | +$90.5K | 0.26% | 35 |
|
|
2025
Q1 | $217K | Sell |
56,966
-8,785
| -13% | -$33.5K | 0.19% | 36 |
|
|
2024
Q4 | $287K | Sell |
65,751
-14,632
| -18% | -$63.8K | 0.31% | 23 |
|
|
2024
Q3 | $537K | Buy |
80,383
+66,328
| +472% | +$443K | 0.6% | 7 |
|
|
2024
Q2 | $58.5K | Sell |
14,055
-26,230
| -65% | -$109K | 0.07% | 27 |
|
|
2024
Q1 | $181K | Buy |
40,285
+14,500
| +56% | +$65.3K | 0.15% | 24 |
|
|
2023
Q4 | $234K | Sell |
25,785
-50,225
| -66% | -$456K | 0.21% | 23 |
|
|
2023
Q3 | $687K | Buy |
76,010
+56,200
| +284% | +$508K | 0.61% | 7 |
|
|
2023
Q2 | $192K | Buy |
19,810
+2,750
| +16% | +$26.6K | 0.17% | 23 |
|
|
2023
Q1 | $179K | Sell |
17,060
-995,524
| -98% | -$10.5M | 0.18% | 24 |
|
|
2022
Q4 | $9.87M | Sell |
1,012,584
-746,897
| -42% | -$7.28M | 10.15% | 3 |
|
|
2022
Q3 | $27.7M | Buy |
1,759,481
+107,636
| +7% | +$1.7M | 27.31% | 2 |
|
|
2022
Q2 | $35.9M | Buy |
+1,651,845
| New | +$35.9M | 27.83% | 2 |
|