UBS AM’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
91,683
+6,527
| +8% | +$71.6K | ﹤0.01% | 2384 |
|
|
2025
Q1 | $771K | Sell |
85,156
-7,946
| -9% | -$71.9K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $1.24M | Buy |
93,102
+38,070
| +69% | +$506K | ﹤0.01% | 2281 |
|
|
2024
Q3 | $699K | Sell |
55,032
-6,371
| -10% | -$81K | ﹤0.01% | 2537 |
|
|
2024
Q2 | $896K | Buy |
61,403
+51,403
| +514% | +$750K | ﹤0.01% | 2432 |
|
|
2024
Q1 | $147K | Hold |
10,000
| – | – | ﹤0.01% | 2483 |
|
|
2023
Q4 | $147K | Hold |
10,000
| – | – | ﹤0.01% | 2511 |
|
|
2023
Q3 | $88.9K | Buy |
+10,000
| New | +$88.9K | ﹤0.01% | 2570 |
|