A detailed history of Perigon Wealth Management, LLC transactions in Nio Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,902 shares of NIO stock, worth $57,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,902
Previous 12,814 7.12%
Holding current value
$57,605
Previous $53,000 49.06%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$3.67 - $6.68 $3,347 - $6,092
-912 Reduced 7.12%
11,902 $79,000
Q2 2024

Aug 02, 2024

BUY
$3.8 - $5.79 $5,688 - $8,667
1,497 Added 13.23%
12,814 $53,000
Q1 2024

Apr 29, 2024

BUY
$4.5 - $8.5 $50,926 - $96,194
11,317 New
11,317 $50,000
Q2 2022

Aug 11, 2022

SELL
$12.71 - $24.08 $150,397 - $284,938
-11,833 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$14.1 - $33.47 $493 - $1,171
35 Added 0.3%
11,833 $249,000
Q4 2021

Feb 11, 2022

BUY
$28.16 - $43.2 $1,267 - $1,944
45 Added 0.38%
11,798 $374,000
Q3 2021

Nov 01, 2021

BUY
$34.9 - $50.9 $410,179 - $598,227
11,753 New
11,753 $419,000
Q3 2021

Oct 25, 2021

SELL
$34.9 - $50.9 $482,248 - $703,336
-13,818 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
$31.22 - $53.2 $89,913 - $153,216
-2,880 Reduced 17.25%
13,818 $735,000
Q1 2021

May 17, 2021

BUY
$35.21 - $62.84 $189,359 - $337,953
5,378 Added 47.51%
16,698 $651,000
Q4 2020

Jan 28, 2021

SELL
$20.67 - $55.38 $12,608 - $33,781
-610 Reduced 5.11%
11,320 $552,000
Q3 2020

Nov 03, 2020

BUY
$7.91 - $21.22 $94,366 - $253,154
11,930 New
11,930 $253,000

Others Institutions Holding NIO

About NIO Inc.


  • Ticker NIO
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 1,670,530,048
  • Market Cap $8.09B
  • Description
  • NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China. It offers five, six, and seven-seater electric SUVs, as well as smart electric sedans. The company is also involved in the provision of energy and service packages to its users; design and technology development activities; manufacture of e-powertrains, battery...
More about NIO
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