Avior Wealth Management’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,061
Closed -$62.8K 1799
2024
Q4
$62.8K Sell
6,061
-3,924
-39% -$40.7K ﹤0.01% 1074
2024
Q3
$136K Buy
9,985
+3,409
+52% +$46.5K 0.01% 793
2024
Q2
$84.8K Sell
6,576
-1,403
-18% -$18.1K ﹤0.01% 915
2024
Q1
$95.2K Buy
7,979
+7,501
+1,569% +$89.5K ﹤0.01% 983
2023
Q4
$3.98K Hold
478
﹤0.01% 1207
2023
Q3
$3.47K Buy
+478
New +$3.47K ﹤0.01% 1295