Bartlett & Co Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $381 | Hold |
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|
2025
Q2 | $172 | Hold |
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|
2025
Q1 | $191 | Hold |
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|
2024
Q4 | $218 | Hold |
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|
2024
Q3 | $334 | Sell |
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|
2024
Q2 | $270 | Hold |
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|
2024
Q1 | $293 | Buy |
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|
2023
Q4 | $472 | Hold |
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|
2023
Q3 | $452 | Hold |
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|
2023
Q2 | $485 | Hold |
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|
2023
Q1 | $526 | Hold |
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|
2022
Q4 | $488 | Hold |
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|
2022
Q3 | $789 | Hold |
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|
2022
Q2 | $1.09K | Hold |
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|
2022
Q1 | $1.05K | Buy |
|