Bank of America’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
131,778
+47,946
| +57% | +$526K | ﹤0.01% | 4220 |
|
|
2025
Q1 | $759K | Buy |
83,832
+30,332
| +57% | +$275K | ﹤0.01% | 4523 |
|
|
2024
Q4 | $712K | Sell |
53,500
-4,198
| -7% | -$55.8K | ﹤0.01% | 4486 |
|
|
2024
Q3 | $733K | Sell |
57,698
-3,159
| -5% | -$40.2K | ﹤0.01% | 4454 |
|
|
2024
Q2 | $889K | Buy |
60,857
+13,789
| +29% | +$201K | ﹤0.01% | 4241 |
|
|
2024
Q1 | $692K | Sell |
47,068
-32,378
| -41% | -$476K | ﹤0.01% | 4366 |
|
|
2023
Q4 | $1.17M | Buy |
79,446
+2,592
| +3% | +$38.2K | ﹤0.01% | 4028 |
|
|
2023
Q3 | $683K | Sell |
76,854
-58,511
| -43% | -$520K | ﹤0.01% | 4279 |
|
|
2023
Q2 | $1.27M | Sell |
135,365
-20,712
| -13% | -$195K | ﹤0.01% | 3852 |
|
|
2023
Q1 | $2.53M | Buy |
156,077
+102,687
| +192% | +$1.66M | ﹤0.01% | 3534 |
|
|
2022
Q4 | $513K | Buy |
53,390
+28,796
| +117% | +$276K | ﹤0.01% | 4666 |
|
|
2022
Q3 | $218K | Buy |
24,594
+2,434
| +11% | +$21.6K | ﹤0.01% | 5137 |
|
|
2022
Q2 | $176K | Buy |
22,160
+5,490
| +33% | +$43.6K | ﹤0.01% | 5423 |
|
|
2022
Q1 | $200K | Buy |
16,670
+9,655
| +138% | +$116K | ﹤0.01% | 5703 |
|
|
2021
Q4 | $109K | Buy |
+7,015
| New | +$109K | ﹤0.01% | 6013 |
|