Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$166K Hold
27,498
0.03% 450
2025
Q4
$140K Hold
27,498
0.02% 457
2025
Q3
$210K Hold
27,498
0.03% 454
2025
Q2
$94K Hold
27,498
0.02% 450
2025
Q1
$105K Hold
27,498
0.02% 438
2024
Q4
$120K Hold
27,498
0.02% 453
2024
Q3
$184K Hold
27,498
0.03% 457
2024
Q2
$114K Hold
27,498
0.02% 440
2024
Q1
$124K Hold
27,498
0.02% 453
2023
Q4
$249K Hold
27,498
0.05% 367
2023
Q3
$249K Buy
27,498
+1,402
+5% +$15.6K 0.06% 342
2023
Q2
$253K Hold
26,096
0.05% 382
2023
Q1
$274K Sell
26,096
-1,496
-5% -$15.3K 0.05% 357
2022
Q4
$269K Hold
27,592
0.06% 360
2022
Q3
$435K Buy
27,592
+2,438
+10% +$48.2K 0.1% 220
2022
Q2
$546K Sell
25,154
-794
-3% -$14.6K 0.11% 189
2022
Q1
$546K Buy
25,948
+2,166
+9% +$51K 0.07% 290
2021
Q4
$753K Sell
23,782
-300
-1% -$11K 0.06% 275
2021
Q3
$858K Buy
24,082
+1,253
+5% +$51.5K 0.06% 280
2021
Q2
$1.22M Sell
22,829
-420
-2% -$16.8K 0.09% 207
2021
Q1
$906K Sell
23,249
-289
-1% -$14.7K 0.06% 291
2020
Q4
$1.15M Buy
23,538
+141
+0.6% +$5.46K 0.09% 212
2020
Q3
$496K Buy
23,397
+3,553
+18% +$54.7K 0.05% 341
2020
Q2
$153K Buy
19,844
+4,929
+33% +$21.7K 0.01% 708
2020
Q1
$41K Hold
14,915
0.01% 596
2019
Q4
$56K Hold
14,915
0.01% 639
2019
Q3
$22K Hold
14,915
﹤0.01% 662
2019
Q2
$52K Buy
+14,915
New +$59.9K 0.01% 662

Other funds holding NIO