Cary Street Partners Asset Management’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $253K | Sell |
18,561
-5,000
| -21% | -$68.3K | 0.03% | 191 |
|
2024
Q2 | $304K | Hold |
23,561
| – | – | 0.04% | 183 |
|
2024
Q1 | $281K | Hold |
23,561
| – | – | 0.04% | 177 |
|
2023
Q4 | $196K | Hold |
23,561
| – | – | 0.03% | 192 |
|
2023
Q3 | $171K | Sell |
23,561
-25,000
| -51% | -$181K | 0.03% | 192 |
|
2023
Q2 | $383K | Hold |
48,561
| – | – | 0.07% | 159 |
|
2023
Q1 | $231K | Hold |
48,561
| – | – | 0.04% | 167 |
|
2022
Q4 | $198K | Hold |
48,561
| – | – | 0.04% | 178 |
|
2022
Q3 | $214K | Buy |
48,561
+21,314
| +78% | +$93.9K | 0.05% | 152 |
|
2022
Q2 | $102K | Buy |
+27,247
| New | +$102K | 0.02% | 154 |
|