Plante Moran Financial Advisors’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 | $16K | Hold |
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|
2025
Q2 | $7.2K | Buy |
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|
2025
Q1 | $7.62K | Hold |
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|
2024
Q4 | $8.72K | Hold |
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|
2024
Q3 | $13.4K | Hold |
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|
2024
Q2 | $8.32K | Sell |
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|
2024
Q1 | $10.8K | Hold |
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|
2023
Q4 | $21.8K | Hold |
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|
2023
Q3 | $21.7K | Sell |
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|
2023
Q2 | $25.1K | Buy |
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|
2023
Q1 | $25.2K | Hold |
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|
2022
Q4 | $23.4K | Sell |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $5K | Buy |
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