UBS Group’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $730K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $279K | Buy |
|
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $40K | Buy |
|