Avestar Capital’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 | $1.47M | Buy |
107,068
+30,665
| +40% | +$421K | 0.1% | 134 |
|
|
2025
Q1 | $782K | Buy |
76,403
+22,594
| +42% | +$231K | 0.07% | 193 |
|
|
2024
Q4 | $557K | Buy |
53,809
+1,353
| +3% | +$14K | 0.05% | 240 |
|
|
2024
Q3 | $716K | Buy |
52,456
+177
| +0.3% | +$2.42K | 0.07% | 190 |
|
|
2024
Q2 | $674K | Buy |
52,279
+175
| +0.3% | +$2.26K | 0.07% | 184 |
|
|
2024
Q1 | $622K | Buy |
52,104
+112
| +0.2% | +$1.34K | 0.07% | 187 |
|
|
2023
Q4 | $433K | Hold |
51,992
| – | – | 0.05% | 196 |
|
|
2023
Q3 | $377K | Sell |
51,992
-24,700
| -32% | -$179K | 0.05% | 183 |
|
|
2023
Q2 | $605K | Sell |
76,692
-196,760
| -72% | -$1.55M | 0.1% | 116 |
|
|
2023
Q1 | $1.3M | Buy |
273,452
+89,194
| +48% | +$425K | 0.23% | 55 |
|
|
2022
Q4 | $750K | Buy |
184,258
+82,042
| +80% | +$334K | 0.14% | 88 |
|
|
2022
Q3 | $450K | Buy |
102,216
+36,156
| +55% | +$159K | 0.11% | 123 |
|
|
2022
Q2 | $247K | Sell |
66,060
-2,367
| -3% | -$8.85K | 0.06% | 217 |
|
|
2022
Q1 | $528K | Buy |
+68,427
| New | +$528K | 0.08% | 187 |
|