Charles Schwab’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
319,876
+24,636
| +8% | +$270K | ﹤0.01% | 2479 |
|
|
2025
Q1 | $2.67M | Sell |
295,240
-3,724
| -1% | -$33.7K | ﹤0.01% | 2521 |
|
|
2024
Q4 | $3.98M | Sell |
298,964
-30,480
| -9% | -$405K | ﹤0.01% | 2446 |
|
|
2024
Q3 | $4.19M | Buy |
329,444
+5,209
| +2% | +$66.2K | ﹤0.01% | 2459 |
|
|
2024
Q2 | $4.73M | Buy |
324,235
+23,294
| +8% | +$340K | ﹤0.01% | 2381 |
|
|
2024
Q1 | $4.42M | Sell |
300,941
-1,503
| -0.5% | -$22.1K | ﹤0.01% | 2331 |
|
|
2023
Q4 | $4.45M | Buy |
302,444
+17,020
| +6% | +$251K | ﹤0.01% | 2361 |
|
|
2023
Q3 | $2.54M | Buy |
285,424
+36,886
| +15% | +$328K | ﹤0.01% | 2527 |
|
|
2023
Q2 | $2.34M | Buy |
248,538
+24,587
| +11% | +$231K | ﹤0.01% | 2500 |
|
|
2023
Q1 | $3.62M | Sell |
223,951
-513
| -0.2% | -$8.3K | ﹤0.01% | 2343 |
|
|
2022
Q4 | $2.15M | Buy |
224,464
+7,325
| +3% | +$70.3K | ﹤0.01% | 2548 |
|
|
2022
Q3 | $1.93M | Buy |
217,139
+126,271
| +139% | +$1.12M | ﹤0.01% | 2590 |
|
|
2022
Q2 | $721K | Buy |
90,868
+55,108
| +154% | +$437K | ﹤0.01% | 2919 |
|
|
2022
Q1 | $429K | Buy |
35,760
+841
| +2% | +$10.1K | ﹤0.01% | 3128 |
|
|
2021
Q4 | $543K | Buy |
+34,919
| New | +$543K | ﹤0.01% | 3119 |
|