Cerity Partners’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Sell |
11,597
-7,402
| -39% | -$25.5K | ﹤0.01% | 2561 |
|
|
2025
Q1 | $72.4K | Buy |
18,999
+5,234
| +38% | +$19.9K | ﹤0.01% | 2356 |
|
|
2024
Q4 | $78.4K | Sell |
13,765
-36,389
| -73% | -$207K | ﹤0.01% | 2355 |
|
|
2024
Q3 | $335K | Buy |
50,154
+35,859
| +251% | +$240K | ﹤0.01% | 1988 |
|
|
2024
Q2 | $59.5K | Sell |
14,295
-2,392
| -14% | -$9.95K | ﹤0.01% | 2159 |
|
|
2024
Q1 | $75.6K | Sell |
16,687
-25,558
| -60% | -$116K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $383K | Buy |
42,245
+14,889
| +54% | +$135K | ﹤0.01% | 1390 |
|
|
2023
Q3 | $247K | Sell |
27,356
-13,169
| -32% | -$119K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $393K | Buy |
40,525
+4,413
| +12% | +$42.8K | ﹤0.01% | 1283 |
|
|
2023
Q1 | $2.21M | Sell |
36,112
-4,749
| -12% | -$290K | 0.01% | 692 |
|
|
2022
Q4 | $399K | Sell |
40,861
-225,271
| -85% | -$2.2M | ﹤0.01% | 1040 |
|
|
2022
Q3 | $4.2M | Buy |
266,132
+251,395
| +1,706% | +$3.96M | 0.05% | 261 |
|
|
2022
Q2 | $316K | Buy |
+14,737
| New | +$316K | ﹤0.01% | 888 |
|
|
2022
Q1 | – | Sell |
-6,853
| Closed | -$219K | – | 1054 |
|
|
2021
Q4 | $219K | Buy |
+6,853
| New | +$219K | ﹤0.01% | 901 |
|