Perigon Wealth Management’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6K | Sell |
10,968
-354
| -3% | -$1.21K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $43.1K | Sell |
11,322
-3,447
| -23% | -$13.1K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $61.4K | Buy |
14,769
+2,867
| +24% | +$11.9K | ﹤0.01% | 1026 |
|
|
2024
Q3 | $79.5K | Sell |
11,902
-912
| -7% | -$6.09K | ﹤0.01% | 973 |
|
|
2024
Q2 | $53.3K | Buy |
12,814
+1,497
| +13% | +$6.23K | ﹤0.01% | 853 |
|
|
2024
Q1 | $50.9K | Buy |
+11,317
| New | +$50.9K | ﹤0.01% | 844 |
|
|
2022
Q2 | – | Sell |
-11,833
| Closed | -$249K | – | 600 |
|
|
2022
Q1 | $249K | Buy |
11,833
+35
| +0.3% | +$736 | 0.02% | 525 |
|
|
2021
Q4 | $374K | Buy |
11,798
+45
| +0.4% | +$1.43K | 0.03% | 404 |
|
|
2021
Q3 | $419K | Sell |
11,753
-2,065
| -15% | -$73.6K | 0.04% | 343 |
|
|
2021
Q2 | $735K | Sell |
13,818
-2,880
| -17% | -$153K | 0.07% | 239 |
|
|
2021
Q1 | $651K | Buy |
16,698
+5,378
| +48% | +$210K | 0.07% | 244 |
|
|
2020
Q4 | $552K | Sell |
11,320
-610
| -5% | -$29.7K | 0.06% | 233 |
|
|
2020
Q3 | $253K | Buy |
+11,930
| New | +$253K | 0.04% | 320 |
|