WFA
WMG Financial Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
474,966
+72,170
| +18% | +$248K | 0.6% | 29 |
|
|
2025
Q1 | $1.53M | Buy |
402,796
+21,261
| +6% | +$81K | 0.65% | 27 |
|
|
2024
Q4 | $1.66M | Buy |
381,535
+104,478
| +38% | +$456K | 0.72% | 25 |
|
|
2024
Q3 | $1.85M | Buy |
277,057
+57,718
| +26% | +$386K | 0.84% | 19 |
|
|
2024
Q2 | $912K | Sell |
219,339
-42,906
| -16% | -$178K | 0.48% | 38 |
|
|
2024
Q1 | $1.18M | Buy |
262,245
+41,750
| +19% | +$188K | 0.68% | 32 |
|
|
2023
Q4 | $2M | Buy |
220,495
+15,100
| +7% | +$137K | 1.3% | 15 |
|
|
2023
Q3 | $1.86M | Buy |
205,395
+2,650
| +1% | +$24K | 1.58% | 11 |
|
|
2023
Q2 | $1.96M | Buy |
202,745
+38,667
| +24% | +$375K | 1.45% | 13 |
|
|
2023
Q1 | $1.74M | Buy |
164,078
+5,424
| +3% | +$57.4K | 1.44% | 12 |
|
|
2022
Q4 | $1.55M | Buy |
158,654
+5,600
| +4% | +$54.6K | 1.32% | 16 |
|
|
2022
Q3 | $2.42M | Hold |
153,054
| – | – | 2.18% | 9 |
|
|
2022
Q2 | $3.32M | Buy |
153,054
+5,460
| +4% | +$119K | 2.88% | 6 |
|
|
2022
Q1 | $3.11M | Buy |
147,594
+23,261
| +19% | +$490K | 2.28% | 7 |
|
|
2021
Q4 | $3.94M | Buy |
+124,333
| New | +$3.94M | 3.07% | 6 |
|