Newbridge Financial Services Group’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.2K Hold
1,750
﹤0.01% 736
2025
Q1
$15.8K Hold
1,750
﹤0.01% 597
2024
Q4
$23.3K Sell
1,750
-500
-22% -$6.65K 0.01% 563
2024
Q3
$28.6K Sell
2,250
-3,914
-63% -$49.7K 0.01% 318
2024
Q2
$90K Sell
6,164
-5,941
-49% -$86.7K 0.03% 278
2024
Q1
$178K Sell
12,105
-3,939
-25% -$57.9K 0.08% 209
2023
Q4
$236K Sell
16,044
-10,470
-39% -$154K 0.12% 171
2023
Q3
$236K Buy
26,514
+4,649
+21% +$41.3K 0.12% 173
2023
Q2
$206K Buy
21,865
+2,656
+14% +$25K 0.1% 198
2023
Q1
$311K Sell
19,209
-7,700
-29% -$125K 0.17% 133
2022
Q4
$258K Sell
26,909
-24,475
-48% -$235K 0.15% 141
2022
Q3
$456K Sell
51,384
-355
-0.7% -$3.15K 0.27% 88
2022
Q2
$410K Sell
51,739
-10,611
-17% -$84.1K 0.25% 89
2022
Q1
$748K Buy
62,350
+25,285
+68% +$303K 0.37% 54
2021
Q4
$576K Buy
+37,065
New +$576K 0.27% 78