State Street’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.43M | Sell |
859,816
-7,131
| -0.8% | -$78.2K | ﹤0.01% | 2633 |
|
2025
Q1 | $7.85M | Sell |
866,947
-53,132
| -6% | -$481K | ﹤0.01% | 2677 |
|
2024
Q4 | $12.2M | Buy |
920,079
+120,558
| +15% | +$1.6M | ﹤0.01% | 2510 |
|
2024
Q3 | $10.2M | Buy |
799,521
+28,785
| +4% | +$366K | ﹤0.01% | 2601 |
|
2024
Q2 | $11.3M | Buy |
770,736
+74,655
| +11% | +$1.09M | ﹤0.01% | 2496 |
|
2024
Q1 | $10.2M | Buy |
696,081
+12,349
| +2% | +$182K | ﹤0.01% | 2577 |
|
2023
Q4 | $10.1M | Buy |
683,732
+46,172
| +7% | +$680K | ﹤0.01% | 2583 |
|
2023
Q3 | $5.67M | Buy |
637,560
+46,776
| +8% | +$416K | ﹤0.01% | 2860 |
|
2023
Q2 | $5.56M | Buy |
590,784
+92,894
| +19% | +$874K | ﹤0.01% | 2943 |
|
2023
Q1 | $8.06M | Buy |
497,890
+70,712
| +17% | +$1.14M | ﹤0.01% | 2782 |
|
2022
Q4 | $4.1M | Buy |
427,178
+80,809
| +23% | +$776K | ﹤0.01% | 3121 |
|
2022
Q3 | $3.07M | Buy |
346,369
+82,464
| +31% | +$731K | ﹤0.01% | 3286 |
|
2022
Q2 | $2.09M | Buy |
263,905
+238,760
| +950% | +$1.89M | ﹤0.01% | 3460 |
|
2022
Q1 | $301K | Buy |
+25,145
| New | +$301K | ﹤0.01% | 4239 |
|