EWM
Empirical Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Buy |
13,250
+300
| +2% | +$1.03K | ﹤0.01% | 677 |
|
|
2025
Q1 | $49.3K | Sell |
12,950
-2,000
| -13% | -$7.62K | ﹤0.01% | 640 |
|
|
2024
Q4 | $65.2K | Buy |
14,950
+2,200
| +17% | +$9.59K | ﹤0.01% | 602 |
|
|
2024
Q3 | $85.2K | Sell |
12,750
-528
| -4% | -$3.53K | ﹤0.01% | 555 |
|
|
2024
Q2 | $55.2K | Sell |
13,278
-10
| -0.1% | -$42 | ﹤0.01% | 555 |
|
|
2024
Q1 | $59.8K | Buy |
13,288
+10
| +0.1% | +$45 | ﹤0.01% | 520 |
|
|
2023
Q4 | $120K | Sell |
13,278
-1,434
| -10% | -$13K | ﹤0.01% | 485 |
|
|
2023
Q3 | $133K | Buy |
14,712
+1,962
| +15% | +$17.7K | 0.01% | 450 |
|
|
2023
Q2 | $124K | Buy |
+12,750
| New | +$124K | 0.01% | 447 |
|