Marotta Asset Management’s Nerdy NRDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Hold |
25,000
| – | – | 0.01% | 104 |
|
|
2025
Q1 | $24.6K | Hold |
25,000
| – | – | ﹤0.01% | 111 |
|
|
2024
Q4 | $39.3K | Hold |
25,000
| – | – | 0.01% | 110 |
|
|
2024
Q3 | $24.6K | Hold |
25,000
| – | – | ﹤0.01% | 111 |
|
|
2024
Q2 | $40.3K | Hold |
25,000
| – | – | 0.01% | 108 |
|
|
2024
Q1 | $72.8K | Hold |
25,000
| – | – | 0.02% | 103 |
|
|
2023
Q4 | $85.8K | Hold |
25,000
| – | – | 0.02% | 104 |
|
|
2023
Q3 | $92.5K | Buy |
25,000
+5,000
| +25% | +$18.5K | 0.02% | 105 |
|
|
2023
Q2 | $83.4K | Buy |
+20,000
| New | +$83.4K | 0.02% | 110 |
|
|
2022
Q4 | $33.8K | Sell |
15,000
-10,000
| -40% | -$22.5K | 0.01% | 105 |
|
|
2022
Q3 | $52.8K | Buy |
+25,000
| New | +$52.8K | 0.01% | 107 |
|
|
2022
Q2 | – | Sell |
-40,000
| Closed | -$204K | – | 118 |
|
|
2022
Q1 | $204K | Buy |
+40,000
| New | +$204K | 0.05% | 107 |
|