Wells Fargo’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
24,305
+7,542
| +45% | +$82.7K | ﹤0.01% | 4214 |
|
|
2025
Q1 | $152K | Buy |
16,763
+369
| +2% | +$3.34K | ﹤0.01% | 4422 |
|
|
2024
Q4 | $218K | Buy |
16,394
+4,225
| +35% | +$56.2K | ﹤0.01% | 4264 |
|
|
2024
Q3 | $155K | Sell |
12,169
-221
| -2% | -$2.81K | ﹤0.01% | 4359 |
|
|
2024
Q2 | $181K | Buy |
12,390
+2,241
| +22% | +$32.7K | ﹤0.01% | 4221 |
|
|
2024
Q1 | $149K | Buy |
10,149
+1,353
| +15% | +$19.9K | ﹤0.01% | 4290 |
|
|
2023
Q4 | $129K | Buy |
8,796
+1,352
| +18% | +$19.9K | ﹤0.01% | 4352 |
|
|
2023
Q3 | $66.2K | Sell |
7,444
-24,394
| -77% | -$217K | ﹤0.01% | 4686 |
|
|
2023
Q2 | $300K | Buy |
31,838
+7,357
| +30% | +$69.2K | ﹤0.01% | 4093 |
|
|
2023
Q1 | $396K | Buy |
24,481
+22,764
| +1,326% | +$368K | ﹤0.01% | 3758 |
|
|
2022
Q4 | $16.5K | Buy |
1,717
+1,209
| +238% | +$11.6K | ﹤0.01% | 5029 |
|
|
2022
Q3 | $5K | Sell |
508
-94
| -16% | -$925 | ﹤0.01% | 5581 |
|
|
2022
Q2 | $5K | Buy |
602
+556
| +1,209% | +$4.62K | ﹤0.01% | 5713 |
|
|
2022
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 6479 |
|
|
2021
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 6481 |
|