Marotta Asset Management’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
$31K Hold
2025
Q2
$40.8K Hold
2025
Q1
$24.6K Hold
2024
Q4
$39.3K Hold
2024
Q3
$24.6K Hold
2024
Q2
$40.3K Hold
2024
Q1
$72.8K Hold
2023
Q4
$85.8K Hold
2023
Q3
$92.5K Buy
2023
Q2
$83.4K Buy
2022
Q4
$33.8K Sell
2022
Q3
$52.8K Buy
2022
Q2
Sell
2022
Q1
$204K Buy