IPG Investment Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Buy |
49,529
+9,720
| +24% | +$49.1K | 0.05% | 178 |
|
|
2025
Q4 | $203K | Buy |
39,809
+8,100
| +26% | +$50K | 0.04% | 209 |
|
|
2025
Q3 | $242K | Buy |
31,709
+10,300
| +48% | +$55.5K | 0.04% | 186 |
|
|
2025
Q2 | $73.4K | Sell |
21,409
-19,200
| -47% | -$71.6K | 0.01% | 169 |
|
|
2025
Q1 | $155K | Buy |
40,609
+17,675
| +77% | +$77.8K | 0.04% | 158 |
|
|
2024
Q4 | $100K | Sell |
22,934
-11,500
| -33% | -$58.5K | 0.02% | 165 |
|
|
2024
Q3 | $230K | Buy |
34,434
+1,777
| +5% | +$8.17K | 0.05% | 149 |
|
|
2024
Q2 | $136K | Buy |
32,657
+7,200
| +28% | +$34.1K | 0.03% | 163 |
|
|
2024
Q1 | $115K | Buy |
25,457
+9,662
| +61% | +$58.3K | 0.03% | 155 |
|
|
2023
Q4 | $143K | Buy |
+15,795
| New | +$125K | 0.03% | 175 |
|
|
2023
Q3 | – | Sell |
-15,795
| Closed | -$153K | – | 174 |
|
|
2023
Q2 | $153K | Hold |
15,795
| – | – | 0.03% | 164 |
|
|
2023
Q1 | $166K | Sell |
15,795
-773
| -5% | -$7.9K | 0.04% | 150 |
|
|
2022
Q4 | $162K | Buy |
16,568
+1,782
| +12% | +$20.5K | 0.05% | 125 |
|
|
2022
Q3 | $233K | Sell |
14,786
-9,812
| -40% | -$194K | 0.07% | 109 |
|
|
2022
Q2 | $534K | Buy |
24,598
+9,234
| +60% | +$169K | 0.13% | 81 |
|
|
2022
Q1 | $323K | Buy |
15,364
+3,277
| +27% | +$77.2K | 0.06% | 122 |
|
|
2021
Q4 | $383K | Buy |
12,087
+2,618
| +28% | +$96.2K | 0.07% | 127 |
|
|
2021
Q3 | $337K | Sell |
9,469
-890
| -9% | -$36.6K | 0.11% | 83 |
|
|
2021
Q2 | $551K | Buy |
10,359
+2,258
| +28% | +$90.4K | 0.16% | 81 |
|
|
2021
Q1 | $316K | Buy |
8,101
+681
| +9% | +$34.7K | 0.06% | 144 |
|
|
2020
Q4 | $362K | Buy |
+7,420
| New | +$287K | 0.08% | 111 |
|
Other funds holding NIO
AMH
