Bank of Montreal’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 | $5.84M | Buy |
425,973
+71,910
| +20% | +$987K | ﹤0.01% | 1037 |
|
|
2025
Q1 | $3.63M | Buy |
354,063
+15,339
| +5% | +$157K | ﹤0.01% | 1128 |
|
|
2024
Q4 | $3.51M | Sell |
338,724
-949,239
| -74% | -$9.83M | ﹤0.01% | 1189 |
|
|
2024
Q3 | $17.9M | Buy |
1,287,963
+517,541
| +67% | +$7.18M | 0.01% | 781 |
|
|
2024
Q2 | $9.95M | Sell |
770,422
-1,993,154
| -72% | -$25.7M | ﹤0.01% | 933 |
|
|
2024
Q1 | $33M | Buy |
2,763,576
+1,710,091
| +162% | +$20.4M | 0.01% | 531 |
|
|
2023
Q4 | $8.83M | Buy |
1,053,485
+102,709
| +11% | +$861K | ﹤0.01% | 934 |
|
|
2023
Q3 | $7.01M | Sell |
950,776
-8,759,234
| -90% | -$64.6M | ﹤0.01% | 1004 |
|
|
2023
Q2 | $76.7M | Buy |
+9,710,010
| New | +$76.7M | 0.03% | 274 |
|
|
2022
Q3 | – | Sell |
-82,038
| Closed | -$325 | – | 3701 |
|
|
2022
Q2 | $325 | Buy |
82,038
+58,738
| +252% | +$233 | ﹤0.01% | 2572 |
|
|
2022
Q1 | $187K | Buy |
+23,300
| New | +$187K | ﹤0.01% | 3012 |
|