Charles Schwab’s Nerdy NRDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Buy |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $373K | Buy |
|
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|
2024
Q3 | $170K | Sell |
|
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|
2024
Q2 | $335K | Buy |
|
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|
2024
Q1 | $490K | Hold |
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|
2023
Q4 | $578K | Hold |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $128K | Hold |
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|
2021
Q4 | $113K | Buy |
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