Morgan Stanley’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
536,288
-84,958
| -14% | -$932K | ﹤0.01% | 3926 |
|
|
2025
Q1 | $5.62M | Buy |
621,246
+233,368
| +60% | +$2.11M | ﹤0.01% | 3835 |
|
|
2024
Q4 | $5.16M | Buy |
387,878
+151,942
| +64% | +$2.02M | ﹤0.01% | 3971 |
|
|
2024
Q3 | $3M | Sell |
235,936
-241,588
| -51% | -$3.07M | ﹤0.01% | 4367 |
|
|
2024
Q2 | $6.97M | Buy |
477,524
+292,135
| +158% | +$4.27M | ﹤0.01% | 3618 |
|
|
2024
Q1 | $2.73M | Sell |
185,389
-380,707
| -67% | -$5.6M | ﹤0.01% | 4368 |
|
|
2023
Q4 | $8.33M | Buy |
566,096
+491,500
| +659% | +$7.23M | ﹤0.01% | 4058 |
|
|
2023
Q3 | $663K | Sell |
74,596
-265,889
| -78% | -$2.36M | ﹤0.01% | 5027 |
|
|
2023
Q2 | $3.2M | Sell |
340,485
-245,268
| -42% | -$2.31M | ﹤0.01% | 4100 |
|
|
2023
Q1 | $9.48M | Buy |
585,753
+519,271
| +781% | +$8.4M | ﹤0.01% | 3199 |
|
|
2022
Q4 | $638K | Buy |
66,482
+32,414
| +95% | +$311K | ﹤0.01% | 5112 |
|
|
2022
Q3 | $302K | Sell |
34,068
-4,294
| -11% | -$38.1K | ﹤0.01% | 5524 |
|
|
2022
Q2 | $305K | Buy |
38,362
+28,917
| +306% | +$230K | ﹤0.01% | 5677 |
|
|
2022
Q1 | $113K | Sell |
9,445
-98,867
| -91% | -$1.18M | ﹤0.01% | 6239 |
|
|
2021
Q4 | $1.69M | Buy |
+108,312
| New | +$1.69M | ﹤0.01% | 4702 |
|