Ridgecrest Wealth Partners’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $153K | Hold |
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|
2025
Q2 | $156K | Hold |
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|
2025
Q1 | $129K | Hold |
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|
2024
Q4 | $189K | Hold |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $126K | Buy |
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