Gallagher Fiduciary Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-89,000
| Closed | -$388K | – | 329 |
|
|
2024
Q4 | $388K | Buy |
89,000
+1,000
| +1% | +$4.36K | 0.08% | 178 |
|
|
2024
Q3 | $588K | Buy |
88,000
+2,000
| +2% | +$13.4K | 0.12% | 101 |
|
|
2024
Q2 | $358K | Sell |
86,000
-6,200
| -7% | -$25.8K | 0.08% | 134 |
|
|
2024
Q1 | $415K | Sell |
92,200
-1,050
| -1% | -$4.73K | 0.01% | 122 |
|
|
2023
Q4 | $846K | Buy |
93,250
+3,800
| +4% | +$34.5K | 0.03% | 61 |
|
|
2023
Q3 | $809K | Sell |
89,450
-2,950
| -3% | -$26.7K | 0.07% | 58 |
|
|
2023
Q2 | $895K | Sell |
92,400
-1,000
| -1% | -$9.69K | 0.07% | 66 |
|
|
2023
Q1 | $982K | Buy |
+93,400
| New | +$982K | 0.08% | 65 |
|