Financial Management Professionals’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 | – | Sell |
-100
| Closed | -$343 | – | 1022 |
|
|
2025
Q2 | $343 | Hold |
100
| – | – | ﹤0.01% | 941 |
|
|
2025
Q1 | $381 | Hold |
100
| – | – | ﹤0.01% | 916 |
|
|
2024
Q4 | $436 | Hold |
100
| – | – | ﹤0.01% | 900 |
|
|
2024
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 854 |
|
|
2024
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 982 |
|
|
2024
Q1 | $0 | Sell |
100
-276
| -73% | -$1.66K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $3K | Buy |
376
+8
| +2% | +$63 | ﹤0.01% | 712 |
|
|
2023
Q3 | $3K | Hold |
368
| – | – | ﹤0.01% | 671 |
|
|
2023
Q2 | $4K | Sell |
368
-15,000
| -98% | -$127K | ﹤0.01% | 676 |
|
|
2023
Q1 | $162K | Hold |
15,368
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $156K | Buy |
15,368
+32
| +0.2% | +$369 | 0.03% | 128 |
|
|
2022
Q3 | $242K | Hold |
15,336
| – | – | 0.06% | 86 |
|
|
2022
Q2 | $333K | Sell |
15,336
-88
| -0.6% | -$1.61K | 0.08% | 72 |
|
|
2022
Q1 | $325K | Hold |
15,424
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $489K | Sell |
15,424
-12
| -0.1% | -$441 | 0.1% | 59 |
|
|
2021
Q3 | $550K | Sell |
15,436
-190
| -1% | -$7.81K | 0.13% | 47 |
|
|
2021
Q2 | $831K | Buy |
15,626
+100
| +0.6% | +$4K | 0.21% | 40 |
|
|
2021
Q1 | $605K | Buy |
15,526
+202
| +1% | +$10.3K | 0.16% | 39 |
|
|
2020
Q4 | $747K | Buy |
15,324
+2,560
| +20% | +$99K | 0.21% | 33 |
|
|
2020
Q3 | $271K | Sell |
12,764
-914
| -7% | -$14.1K | 0.1% | 49 |
|
|
2020
Q2 | $106K | Buy |
13,678
+140
| +1% | +$615 | 0.04% | 93 |
|
|
2020
Q1 | $38K | Hold |
13,538
| – | – | 0.02% | 111 |
|
|
2019
Q4 | $54K | Hold |
13,538
| – | – | 0.02% | 93 |
|
|
2019
Q3 | $21K | Hold |
13,538
| – | – | 0.01% | 140 |
|
|
2019
Q2 | $35K | Hold |
13,538
| – | – | 0.01% | 119 |
|
|
2019
Q1 | $69K | Buy |
+13,538
| New | +$95.9K | 0.03% | 77 |
|
Other funds holding NIO
AMH
WAM
GCM
RAA