Carson Wealth (CWM LLC)’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $422K | Buy |
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|
2023
Q3 | $14K | Buy |
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|
2023
Q2 | $15K | Buy |
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|
2023
Q1 | $4K | Hold |
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|
2022
Q4 | $3K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Buy |
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