Charles Schwab’s Nerdy NRDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
184,318
-45,911
| -20% | -$74.8K | ﹤0.01% | 3309 |
|
|
2025
Q1 | $327K | Sell |
230,229
-309
| -0.1% | -$439 | ﹤0.01% | 3188 |
|
|
2024
Q4 | $373K | Buy |
230,538
+57,846
| +33% | +$93.7K | ﹤0.01% | 3223 |
|
|
2024
Q3 | $170K | Sell |
172,692
-27,826
| -14% | -$27.4K | ﹤0.01% | 3352 |
|
|
2024
Q2 | $335K | Buy |
200,518
+32,081
| +19% | +$53.6K | ﹤0.01% | 3337 |
|
|
2024
Q1 | $490K | Hold |
168,437
| – | – | ﹤0.01% | 3035 |
|
|
2023
Q4 | $578K | Hold |
168,437
| – | – | ﹤0.01% | 3020 |
|
|
2023
Q3 | $623K | Buy |
168,437
+6,129
| +4% | +$22.7K | ﹤0.01% | 2963 |
|
|
2023
Q2 | $677K | Buy |
162,308
+8,146
| +5% | +$34K | ﹤0.01% | 2908 |
|
|
2023
Q1 | $644K | Buy |
154,162
+3,015
| +2% | +$12.6K | ﹤0.01% | 2871 |
|
|
2022
Q4 | $340K | Buy |
151,147
+6,629
| +5% | +$14.9K | ﹤0.01% | 3085 |
|
|
2022
Q3 | $305K | Sell |
144,518
-1,385
| -0.9% | -$2.92K | ﹤0.01% | 3111 |
|
|
2022
Q2 | $311K | Buy |
145,903
+120,886
| +483% | +$258K | ﹤0.01% | 3183 |
|
|
2022
Q1 | $128K | Hold |
25,017
| – | – | ﹤0.01% | 3379 |
|
|
2021
Q4 | $113K | Buy |
+25,017
| New | +$113K | ﹤0.01% | 3422 |
|