Cerity Partners’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 | $8.49M | Buy |
618,751
+11,949
| +2% | +$164K | 0.02% | 596 |
|
|
2025
Q1 | $6.21M | Buy |
606,802
+25,466
| +4% | +$261K | 0.01% | 649 |
|
|
2024
Q4 | $6.11M | Sell |
581,336
-165,955
| -22% | -$1.74M | 0.01% | 640 |
|
|
2024
Q3 | $10.2M | Sell |
747,291
-2,835
| -0.4% | -$38.7K | 0.02% | 483 |
|
|
2024
Q2 | $9.67M | Sell |
750,126
-82,489
| -10% | -$1.06M | 0.03% | 427 |
|
|
2024
Q1 | $9.93M | Buy |
832,615
+35,689
| +4% | +$426K | 0.03% | 462 |
|
|
2023
Q4 | $6.64M | Sell |
796,926
-244,061
| -23% | -$2.03M | 0.02% | 459 |
|
|
2023
Q3 | $7.55M | Buy |
1,040,987
+906,488
| +674% | +$6.57M | 0.04% | 336 |
|
|
2023
Q2 | $1.06M | Buy |
+134,499
| New | +$1.06M | ﹤0.01% | 907 |
|