Bell Investment Advisors’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 | $2.88K | Sell |
210
-115
| -35% | -$1.58K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $3.33K | Hold |
325
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q4 | $3.37K | Sell |
325
-257
| -44% | -$2.66K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $7.95K | Buy |
582
+124
| +27% | +$1.69K | ﹤0.01% | 716 |
|
|
2024
Q2 | $5.9K | Buy |
458
+98
| +27% | +$1.26K | ﹤0.01% | 842 |
|
|
2024
Q1 | $4.3K | Hold |
360
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q4 | $3K | Buy |
360
+134
| +59% | +$1.12K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $1.64K | Buy |
226
+64
| +40% | +$464 | ﹤0.01% | 1370 |
|
|
2023
Q2 | $1.28K | Buy |
+162
| New | +$1.28K | ﹤0.01% | 1508 |
|
|
2022
Q4 | – | Sell |
-94
| Closed | – | – | 1995 |
|
|
2022
Q3 | $0 | Buy |
+94
| New | – | ﹤0.01% | 1875 |
|