Moneta Group Investment Advisors’s Nerdy NRDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $143K | Hold |
87,883
| – | – | ﹤0.01% | 683 |
|
2025
Q1 | $125K | Sell |
87,883
-75,000
| -46% | -$107K | ﹤0.01% | 647 |
|
2024
Q4 | $264K | Buy |
162,883
+75,000
| +85% | +$122K | ﹤0.01% | 566 |
|
2024
Q3 | $86.4K | Buy |
87,883
+8,600
| +11% | +$8.46K | ﹤0.01% | 636 |
|
2024
Q2 | $132K | Hold |
79,283
| – | – | ﹤0.01% | 586 |
|
2024
Q1 | $231K | Buy |
79,283
+499
| +0.6% | +$1.45K | ﹤0.01% | 544 |
|
2023
Q4 | $270K | Sell |
78,784
-262
| -0.3% | -$899 | 0.01% | 469 |
|
2023
Q3 | $292K | Buy |
79,046
+12,500
| +19% | +$46.3K | 0.01% | 413 |
|
2023
Q2 | $277K | Buy |
66,546
+27,000
| +68% | +$113K | 0.01% | 438 |
|
2023
Q1 | $165K | Buy |
39,546
+14,959
| +61% | +$62.5K | ﹤0.01% | 506 |
|
2022
Q4 | $69.8K | Sell |
24,587
-3,849
| -14% | -$10.9K | ﹤0.01% | 444 |
|
2022
Q3 | $60K | Sell |
28,436
-21,329
| -43% | -$45K | ﹤0.01% | 419 |
|
2022
Q2 | $106K | Buy |
49,765
+39,549
| +387% | +$84.2K | ﹤0.01% | 450 |
|
2022
Q1 | $52K | Sell |
10,216
-228
| -2% | -$1.16K | ﹤0.01% | 440 |
|
2021
Q4 | $47K | Buy |
10,444
+234
| +2% | +$1.05K | ﹤0.01% | 469 |
|
2021
Q3 | $102K | Buy |
+10,210
| New | +$102K | ﹤0.01% | 445 |
|