Plante Moran Financial Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2K | Buy |
2,100
+100
| +5% | +$343 | ﹤0.01% | 605 |
|
|
2025
Q1 | $7.62K | Hold |
2,000
| – | – | ﹤0.01% | 606 |
|
|
2024
Q4 | $8.72K | Hold |
2,000
| – | – | ﹤0.01% | 598 |
|
|
2024
Q3 | $13.4K | Hold |
2,000
| – | – | ﹤0.01% | 578 |
|
|
2024
Q2 | $8.32K | Sell |
2,000
-400
| -17% | -$1.66K | ﹤0.01% | 597 |
|
|
2024
Q1 | $10.8K | Hold |
2,400
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $21.8K | Hold |
2,400
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $21.7K | Sell |
2,400
-190
| -7% | -$1.72K | ﹤0.01% | 421 |
|
|
2023
Q2 | $25.1K | Buy |
2,590
+190
| +8% | +$1.84K | ﹤0.01% | 400 |
|
|
2023
Q1 | $25.2K | Hold |
2,400
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $23.4K | Sell |
2,400
-2,000
| -45% | -$19.5K | ﹤0.01% | 435 |
|
|
2022
Q3 | $69K | Hold |
4,400
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $96K | Buy |
4,400
+2,000
| +83% | +$43.6K | 0.02% | 217 |
|
|
2022
Q1 | $51K | Buy |
2,400
+2,000
| +500% | +$42.5K | 0.01% | 332 |
|
|
2021
Q4 | $13K | Hold |
400
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $21K | Hold |
400
| – | – | 0.01% | 550 |
|
|
2021
Q1 | $16K | Buy |
400
+300
| +300% | +$12K | ﹤0.01% | 568 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 700 |
|