Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $533K | Sell |
88,407
-380
| -0.4% | -$1.92K | 0.02% | 499 |
|
|
2025
Q4 | $453K | Sell |
88,787
-644
| -0.7% | -$3.97K | 0.02% | 521 |
|
|
2025
Q3 | $681K | Hold |
89,431
| – | – | 0.03% | 413 |
|
|
2025
Q2 | $307K | Buy |
89,431
+569
| +0.6% | +$2.12K | 0.01% | 557 |
|
|
2025
Q1 | $339K | Buy |
88,862
+250
| +0.3% | +$1.1K | 0.02% | 496 |
|
|
2024
Q4 | $386K | Sell |
88,612
-750
| -0.8% | -$3.82K | 0.02% | 472 |
|
|
2024
Q3 | $597K | Buy |
89,362
+897
| +1% | +$4.12K | 0.03% | 380 |
|
|
2024
Q2 | $368K | Buy |
+88,465
| New | +$418K | 0.04% | 207 |
|
|
2024
Q1 | – | Sell |
-96,879
| Closed | -$879K | – | 392 |
|
|
2023
Q4 | $879K | Buy |
96,879
+7,030
| +8% | +$55.8K | 0.06% | 279 |
|
|
2023
Q3 | $812K | Buy |
89,849
+74,968
| +504% | +$834K | 0.05% | 270 |
|
|
2023
Q2 | $144K | Sell |
14,881
-3
| -0% | -$25 | 0.01% | 523 |
|
|
2023
Q1 | $156K | Buy |
14,884
+2,343
| +19% | +$24K | 0.01% | 518 |
|
|
2022
Q4 | $122K | Buy |
+12,541
| New | +$145K | 0.01% | 507 |
|
|
2022
Q3 | – | Sell |
-9,723
| Closed | -$211K | – | 548 |
|
|
2022
Q2 | $211K | Buy |
+9,723
| New | +$178K | 0.02% | 506 |
|
|
2022
Q1 | – | Sell |
-7,751
| Closed | -$246K | – | 422 |
|
|
2021
Q4 | $246K | Sell |
7,751
-150
| -2% | -$5.51K | 0.03% | 354 |
|
|
2021
Q3 | $282K | Sell |
7,901
-7,586
| -49% | -$312K | 0.03% | 315 |
|
|
2021
Q2 | $824K | Sell |
15,487
-650
| -4% | -$26K | 0.11% | 166 |
|
|
2021
Q1 | $629K | Buy |
16,137
+2,902
| +22% | +$148K | 0.09% | 182 |
|
|
2020
Q4 | $645K | Buy |
13,235
+3,795
| +40% | +$147K | 0.1% | 158 |
|
|
2020
Q3 | $200K | Buy |
+9,440
| New | +$145K | 0.05% | 237 |
|
Other funds holding NIO
AMH
