Corient Private 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 | – | Sell |
-23,076
| Closed | -$87.9K | – | 2599 |
|
|
2025
Q1 | $87.9K | Sell |
23,076
-10,613
| -32% | -$40.4K | ﹤0.01% | 2180 |
|
|
2024
Q4 | $147K | Buy |
33,689
+15,600
| +86% | +$68K | ﹤0.01% | 2176 |
|
|
2024
Q3 | $121K | Sell |
18,089
-44,494
| -71% | -$297K | ﹤0.01% | 2273 |
|
|
2024
Q2 | $260K | Buy |
62,583
+52,028
| +493% | +$216K | ﹤0.01% | 1985 |
|
|
2024
Q1 | $47.5K | Sell |
10,555
-22,211
| -68% | -$100K | ﹤0.01% | 2219 |
|
|
2023
Q4 | $297K | Buy |
32,766
+12,918
| +65% | +$117K | ﹤0.01% | 1865 |
|
|
2023
Q3 | $179K | Buy |
19,848
+7,964
| +67% | +$72K | ﹤0.01% | 1939 |
|
|
2023
Q2 | $115K | Buy |
11,884
+667
| +6% | +$6.46K | ﹤0.01% | 1944 |
|
|
2023
Q1 | $118K | Sell |
11,217
-3,148
| -22% | -$33.1K | ﹤0.01% | 1854 |
|
|
2022
Q4 | $140K | Buy |
+14,365
| New | +$140K | ﹤0.01% | 1528 |
|