Cresset Asset Management’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
13,195
-3,253
| -20% | -$35.7K | ﹤0.01% | 1544 |
|
|
2025
Q1 | $149K | Sell |
16,448
-7,497
| -31% | -$67.8K | ﹤0.01% | 1552 |
|
|
2024
Q4 | $318K | Sell |
23,945
-4,851
| -17% | -$64.5K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $366K | Sell |
28,796
-10,700
| -27% | -$136K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $577K | Buy |
39,496
+10,409
| +36% | +$152K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $428K | Sell |
29,087
-5,302
| -15% | -$77.9K | ﹤0.01% | 1398 |
|
|
2023
Q4 | $506K | Buy |
34,389
+11,758
| +52% | +$173K | ﹤0.01% | 1207 |
|
|
2023
Q3 | $201K | Buy |
22,631
+1,097
| +5% | +$9.75K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $203K | Buy |
+21,534
| New | +$203K | ﹤0.01% | 1602 |
|