Carson Wealth (CWM LLC)’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
81,639
+6,631
| +9% | +$91K | ﹤0.01% | 1191 |
|
|
2025
Q1 | $768K | Buy |
75,008
+21,508
| +40% | +$220K | ﹤0.01% | 1288 |
|
|
2024
Q4 | $554K | Buy |
53,500
+5,851
| +12% | +$60.6K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $650K | Sell |
47,649
-215
| -0.4% | -$2.93K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $617K | Buy |
47,864
+4,114
| +9% | +$53K | ﹤0.01% | 1105 |
|
|
2024
Q1 | $522K | Sell |
43,750
-6,924
| -14% | -$82.6K | ﹤0.01% | 1121 |
|
|
2023
Q4 | $422K | Buy |
50,674
+48,697
| +2,463% | +$406K | ﹤0.01% | 1122 |
|
|
2023
Q3 | $14K | Buy |
1,977
+35
| +2% | +$248 | ﹤0.01% | 2932 |
|
|
2023
Q2 | $15K | Buy |
1,942
+1,149
| +145% | +$8.88K | ﹤0.01% | 2822 |
|
|
2023
Q1 | $4K | Hold |
793
| – | – | ﹤0.01% | 3401 |
|
|
2022
Q4 | $3K | Hold |
793
| – | – | ﹤0.01% | 3437 |
|
|
2022
Q3 | $3K | Hold |
793
| – | – | ﹤0.01% | 3331 |
|
|
2022
Q2 | $3K | Buy |
+793
| New | +$3K | ﹤0.01% | 3210 |
|