Adero Partners’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $112K | Buy |
12,426
+745
| +6% | +$6.74K | 0.01% | 244 |
|
|
2024
Q4 | $155K | Hold |
11,681
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $148K | Hold |
11,681
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $171K | Hold |
11,681
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $172K | Sell |
11,681
-3,355
| -22% | -$49.3K | 0.01% | 190 |
|
|
2023
Q4 | $221K | Sell |
15,036
-500
| -3% | -$7.36K | 0.02% | 175 |
|
|
2023
Q3 | $138K | Hold |
15,536
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $146K | Hold |
15,536
| – | – | 0.01% | 160 |
|
|
2023
Q1 | $251K | Sell |
15,536
-5,000
| -24% | -$80.9K | 0.03% | 131 |
|
|
2022
Q4 | $197K | Sell |
20,536
-5,000
| -20% | -$48K | 0.02% | 152 |
|
|
2022
Q3 | $260K | Sell |
25,536
-8,500
| -25% | -$86.5K | 0.03% | 131 |
|
|
2022
Q2 | $289K | Buy |
+34,036
| New | +$289K | 0.04% | 121 |
|