Advisor Resource Council’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$102K | – | 428 |
|
|
2025
Q1 | $102K | Buy |
+10,000
| New | +$102K | 0.01% | 565 |
|
|
2024
Q2 | – | Sell |
-16,388
| Closed | -$137K | – | 160 |
|
|
2024
Q1 | $137K | Sell |
16,388
-85,220
| -84% | -$710K | 0.06% | 217 |
|
|
2023
Q4 | $846K | Buy |
+101,608
| New | +$846K | 0.1% | 200 |
|