Osaic Holdings’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332 | Sell |
25
-6
| -19% | -$80 | ﹤0.01% | 6921 |
|
|
2025
Q1 | $280 | Sell |
31
-25
| -45% | -$226 | ﹤0.01% | 6946 |
|
|
2024
Q4 | $744 | Sell |
56
-173
| -76% | -$2.3K | ﹤0.01% | 6757 |
|
|
2024
Q3 | $2.91K | Sell |
229
-89
| -28% | -$1.13K | ﹤0.01% | 6310 |
|
|
2024
Q2 | $4.64K | Buy |
318
+293
| +1,172% | +$4.28K | ﹤0.01% | 6101 |
|
|
2024
Q1 | $367 | Hold |
25
| – | – | ﹤0.01% | 6696 |
|
|
2023
Q4 | $368 | Buy |
25
+11
| +79% | +$162 | ﹤0.01% | 6784 |
|
|
2023
Q3 | $124 | Sell |
14
-176,654
| -100% | -$1.56M | ﹤0.01% | 7030 |
|
|
2023
Q2 | $1.66M | Buy |
176,668
+125,150
| +243% | +$1.18M | ﹤0.01% | 2040 |
|
|
2023
Q1 | $834K | Buy |
51,518
+51,500
| +286,111% | +$833K | ﹤0.01% | 2646 |
|
|
2022
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 7241 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 7290 |
|
|
2022
Q2 | $0 | Buy |
18
+4
| +29% | – | ﹤0.01% | 7344 |
|
|
2022
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 7196 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 7315 |
|