Laird Norton Wetherby Wealth Management’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	$554K	Buy	72,710 +14,825	+26%	+$79.9K	0.02%	547
2025 Q2	$199K	Buy	+57,885	New	+$216K	0.01%	883
2024 Q4	$290K	Buy	66,534 +8,746	+15%	+$44.5K	0.01%	710
2024 Q3	$386K	Buy	57,788 +12,467	+28%	+$57.3K	0.02%	643
2024 Q2	$189K	Buy	45,321 +11,914	+36%	+$56.4K	0.01%	858
2024 Q1	$150K	Buy	33,407 +3,672	+12%	+$22.1K	0.01%	925
2023 Q4	$270K	Buy	29,735 +1,755	+6%	+$13.9K	0.01%	757
2023 Q3	$253K	Buy	27,980 +3,904	+16%	+$43.5K	0.01%	736
2023 Q2	$233K	Buy	24,076 +1,737	+8%	+$14.7K	0.01%	795
2023 Q1	$235K	Buy	22,339 +5,101	+30%	+$52.2K	0.01%	775
2022 Q4	$168K	Sell	17,238 -6,194	-26%	-$71.4K	0.01%	822
2022 Q3	$370K	Buy	23,432 +1,478	+7%	+$29.2K	0.03%	585
2022 Q2	$477K	Buy	21,954 +5,240	+31%	+$96.2K	0.03%	526
2022 Q1	$352K	Buy	16,714 +717	+4%	+$16.9K	0.02%	658
2021 Q4	$507K	Buy	15,997 +383	+2%	+$14.1K	0.03%	519
2021 Q3	$557K	Buy	15,614 +4,104	+36%	+$169K	0.03%	475
2021 Q2	$612K	Buy	11,510 +888	+8%	+$35.6K	0.04%	440
2021 Q1	$414K	Sell	10,622 -1,667	-14%	-$85K	0.03%	504
2020 Q4	$599K	Buy	+12,289	New	+$475K	0.04%	409