Bank of New York Mellon’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
101,061
+13,406
| +15% | +$147K | ﹤0.01% | 3065 |
|
|
2025
Q1 | $793K | Sell |
87,655
-559
| -0.6% | -$5.06K | ﹤0.01% | 3173 |
|
|
2024
Q4 | $1.17M | Sell |
88,214
-4,492
| -5% | -$59.7K | ﹤0.01% | 3037 |
|
|
2024
Q3 | $1.18M | Sell |
92,706
-30,167
| -25% | -$383K | ﹤0.01% | 3038 |
|
|
2024
Q2 | $1.79M | Buy |
122,873
+26,572
| +28% | +$388K | ﹤0.01% | 2853 |
|
|
2024
Q1 | $1.42M | Sell |
96,301
-14,030
| -13% | -$206K | ﹤0.01% | 2955 |
|
|
2023
Q4 | $1.62M | Buy |
110,331
+9,204
| +9% | +$135K | ﹤0.01% | 2931 |
|
|
2023
Q3 | $899K | Buy |
101,127
+1,424
| +1% | +$12.7K | ﹤0.01% | 3211 |
|
|
2023
Q2 | $938K | Buy |
99,703
+12,086
| +14% | +$114K | ﹤0.01% | 3220 |
|
|
2023
Q1 | $1.42M | Buy |
87,617
+8,725
| +11% | +$141K | ﹤0.01% | 2982 |
|
|
2022
Q4 | $757K | Buy |
78,892
+5,251
| +7% | +$50.4K | ﹤0.01% | 3331 |
|
|
2022
Q3 | $653K | Buy |
73,641
+19,052
| +35% | +$169K | ﹤0.01% | 3430 |
|
|
2022
Q2 | $433K | Buy |
+54,589
| New | +$433K | ﹤0.01% | 3680 |
|