Ridgecrest Wealth Partners’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
14,218
| – | – | 0.08% | 109 |
|
|
2025
Q1 | $129K | Hold |
14,218
| – | – | 0.07% | 111 |
|
|
2024
Q4 | $189K | Hold |
14,218
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $181K | Hold |
14,218
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $208K | Hold |
14,218
| – | – | 0.13% | 97 |
|
|
2024
Q1 | $209K | Hold |
14,218
| – | – | 0.12% | 101 |
|
|
2023
Q4 | $209K | Hold |
14,218
| – | – | 0.14% | 94 |
|
|
2023
Q3 | $126K | Hold |
14,218
| – | – | 0.09% | 93 |
|
|
2023
Q2 | $134K | Hold |
14,218
| – | – | 0.09% | 99 |
|
|
2023
Q1 | $230K | Hold |
14,218
| – | – | 0.16% | 86 |
|
|
2022
Q4 | $136K | Hold |
14,218
| – | – | 0.1% | 90 |
|
|
2022
Q3 | $126K | Buy |
+14,218
| New | +$126K | 0.1% | 92 |
|