UBS Group’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
167,582
-139,840
| -45% | -$1.53M | ﹤0.01% | 3899 |
|
|
2025
Q1 | $2.78M | Buy |
307,422
+195,163
| +174% | +$1.77M | ﹤0.01% | 3458 |
|
|
2024
Q4 | $1.49M | Buy |
112,259
+8,680
| +8% | +$115K | ﹤0.01% | 3939 |
|
|
2024
Q3 | $1.32M | Buy |
103,579
+63,882
| +161% | +$812K | ﹤0.01% | 3363 |
|
|
2024
Q2 | $580K | Sell |
39,697
-1,473
| -4% | -$21.5K | ﹤0.01% | 3831 |
|
|
2024
Q1 | $605K | Sell |
41,170
-8,436
| -17% | -$124K | ﹤0.01% | 3944 |
|
|
2023
Q4 | $730K | Buy |
49,606
+21,417
| +76% | +$315K | ﹤0.01% | 3675 |
|
|
2023
Q3 | $251K | Sell |
28,189
-5,249
| -16% | -$46.7K | ﹤0.01% | 4114 |
|
|
2023
Q2 | $315K | Buy |
33,438
+16,173
| +94% | +$152K | ﹤0.01% | 4163 |
|
|
2023
Q1 | $279K | Buy |
17,265
+4,182
| +32% | +$67.7K | ﹤0.01% | 4115 |
|
|
2022
Q4 | $126K | Buy |
13,083
+3,902
| +43% | +$37.5K | ﹤0.01% | 4778 |
|
|
2022
Q3 | $82K | Sell |
9,181
-4,880
| -35% | -$43.6K | ﹤0.01% | 4824 |
|
|
2022
Q2 | $111K | Buy |
14,061
+12,431
| +763% | +$98.1K | ﹤0.01% | 4360 |
|
|
2022
Q1 | $19K | Sell |
1,630
-962
| -37% | -$11.2K | ﹤0.01% | 6474 |
|
|
2021
Q4 | $40K | Buy |
+2,592
| New | +$40K | ﹤0.01% | 6018 |
|