IPG Investment Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4K | Sell |
21,409
-19,200
| -47% | -$65.9K | 0.01% | 169 |
|
|
2025
Q1 | $155K | Buy |
40,609
+17,675
| +77% | +$67.3K | 0.04% | 158 |
|
|
2024
Q4 | $100K | Sell |
22,934
-11,500
| -33% | -$50.1K | 0.02% | 165 |
|
|
2024
Q3 | $230K | Buy |
34,434
+1,777
| +5% | +$11.9K | 0.05% | 149 |
|
|
2024
Q2 | $136K | Buy |
32,657
+7,200
| +28% | +$30K | 0.03% | 163 |
|
|
2024
Q1 | $115K | Buy |
25,457
+9,662
| +61% | +$43.5K | 0.03% | 155 |
|
|
2023
Q4 | $143K | Buy |
+15,795
| New | +$143K | 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% | -$8.12K | 0.04% | 150 |
|
|
2022
Q4 | $162K | Buy |
16,568
+1,782
| +12% | +$17.4K | 0.05% | 125 |
|
|
2022
Q3 | $233K | Sell |
14,786
-9,812
| -40% | -$155K | 0.07% | 109 |
|
|
2022
Q2 | $534K | Buy |
24,598
+9,234
| +60% | +$200K | 0.13% | 81 |
|
|
2022
Q1 | $323K | Buy |
15,364
+3,277
| +27% | +$68.9K | 0.06% | 122 |
|
|
2021
Q4 | $383K | Buy |
12,087
+2,618
| +28% | +$83K | 0.07% | 127 |
|
|
2021
Q3 | $337K | Sell |
9,469
-890
| -9% | -$31.7K | 0.11% | 83 |
|
|
2021
Q2 | $551K | Buy |
10,359
+2,258
| +28% | +$120K | 0.16% | 81 |
|
|
2021
Q1 | $316K | Buy |
8,101
+681
| +9% | +$26.5K | 0.06% | 144 |
|
|
2020
Q4 | $362K | Buy |
+7,420
| New | +$362K | 0.08% | 111 |
|