Advisors Asset Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
54,275
+16,980
| +46% | +$233K | 0.01% | 861 |
|
|
2025
Q1 | $382K | Buy |
37,295
+3,816
| +11% | +$39.1K | 0.01% | 990 |
|
|
2024
Q4 | $347K | Sell |
33,479
-1,355
| -4% | -$14K | 0.01% | 1010 |
|
|
2024
Q3 | $475K | Sell |
34,834
-7,074
| -17% | -$96.6K | 0.01% | 945 |
|
|
2024
Q2 | $540K | Buy |
41,908
+11,594
| +38% | +$149K | 0.01% | 869 |
|
|
2024
Q1 | $362K | Buy |
30,314
+7,717
| +34% | +$92.1K | 0.01% | 1000 |
|
|
2023
Q4 | $188K | Buy |
22,597
+3,219
| +17% | +$26.8K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $140K | Buy |
19,378
+10,389
| +116% | +$75.3K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $70.9K | Buy |
+8,989
| New | +$70.9K | ﹤0.01% | 1240 |
|