Capital Wealth Planning’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 | $1.7M | Sell |
123,968
-72,637
| -37% | -$997K | 0.01% | 90 |
|
|
2025
Q1 | $2.01M | Buy |
196,605
+13,982
| +8% | +$143K | 0.02% | 80 |
|
|
2024
Q4 | $1.89M | Buy |
+182,623
| New | +$1.89M | 0.02% | 76 |
|
|
2024
Q3 | – | Sell |
-101,415
| Closed | -$1.31M | – | 151 |
|
|
2024
Q2 | $1.31M | Buy |
+101,415
| New | +$1.31M | 0.01% | 90 |
|