Vontobel Holding’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
25,561
+12
| +0% | +$132 | ﹤0.01% | 944 |
|
|
2025
Q1 | $231K | Buy |
25,549
+5,589
| +28% | +$50.6K | ﹤0.01% | 980 |
|
|
2024
Q4 | $265K | Sell |
19,960
-281
| -1% | -$3.74K | ﹤0.01% | 942 |
|
|
2024
Q3 | $257K | Sell |
20,241
-806
| -4% | -$10.2K | ﹤0.01% | 953 |
|
|
2024
Q2 | $307K | Sell |
21,047
-813
| -4% | -$11.9K | ﹤0.01% | 884 |
|
|
2024
Q1 | $321K | Sell |
21,860
-681
| -3% | -$10K | ﹤0.01% | 890 |
|
|
2023
Q4 | $332K | Sell |
22,541
-17,804
| -44% | -$262K | ﹤0.01% | 898 |
|
|
2023
Q3 | $359K | Sell |
40,345
-4,355
| -10% | -$38.7K | ﹤0.01% | 852 |
|
|
2023
Q2 | $421K | Buy |
+44,700
| New | +$421K | ﹤0.01% | 829 |
|