LNWWM
Laird Norton Wetherby Wealth Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
+57,885
| New | +$199K | 0.01% | 882 |
|
|
2024
Q4 | $290K | Buy |
66,534
+8,746
| +15% | +$38.1K | 0.01% | 710 |
|
|
2024
Q3 | $386K | Buy |
57,788
+12,467
| +28% | +$83.3K | 0.02% | 643 |
|
|
2024
Q2 | $189K | Buy |
45,321
+11,914
| +36% | +$49.6K | 0.01% | 850 |
|
|
2024
Q1 | $150K | Buy |
33,407
+3,672
| +12% | +$16.5K | 0.01% | 919 |
|
|
2023
Q4 | $270K | Buy |
29,735
+1,755
| +6% | +$15.9K | 0.01% | 754 |
|
|
2023
Q3 | $253K | Buy |
27,980
+3,904
| +16% | +$35.3K | 0.01% | 734 |
|
|
2023
Q2 | $233K | Buy |
24,076
+1,737
| +8% | +$16.8K | 0.01% | 790 |
|
|
2023
Q1 | $235K | Buy |
22,339
+5,101
| +30% | +$53.6K | 0.01% | 774 |
|
|
2022
Q4 | $168K | Sell |
17,238
-6,194
| -26% | -$60.4K | 0.01% | 818 |
|
|
2022
Q3 | $370K | Buy |
23,432
+1,478
| +7% | +$23.3K | 0.03% | 583 |
|
|
2022
Q2 | $477K | Buy |
21,954
+5,240
| +31% | +$114K | 0.03% | 526 |
|
|
2022
Q1 | $352K | Buy |
16,714
+717
| +4% | +$15.1K | 0.02% | 655 |
|
|
2021
Q4 | $507K | Buy |
15,997
+383
| +2% | +$12.1K | 0.03% | 514 |
|
|
2021
Q3 | $557K | Buy |
15,614
+4,104
| +36% | +$146K | 0.03% | 471 |
|
|
2021
Q2 | $612K | Buy |
11,510
+888
| +8% | +$47.2K | 0.04% | 436 |
|
|
2021
Q1 | $414K | Sell |
10,622
-1,667
| -14% | -$65K | 0.03% | 504 |
|
|
2020
Q4 | $599K | Buy |
+12,289
| New | +$599K | 0.04% | 406 |
|