Charles Schwab’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 | $5.36M | Sell |
390,972
-490,346
| -56% | -$6.73M | ﹤0.01% | 2307 |
|
|
2025
Q1 | $9.02M | Buy |
881,318
+53,640
| +6% | +$549K | ﹤0.01% | 1999 |
|
|
2024
Q4 | $8.57M | Buy |
827,678
+1,208
| +0.1% | +$12.5K | ﹤0.01% | 2082 |
|
|
2024
Q3 | $11.3M | Buy |
826,470
+1,940
| +0.2% | +$26.5K | ﹤0.01% | 1977 |
|
|
2024
Q2 | $10.6M | Buy |
824,530
+256,896
| +45% | +$3.31M | ﹤0.01% | 2014 |
|
|
2024
Q1 | $6.77M | Buy |
567,634
+148,676
| +35% | +$1.77M | ﹤0.01% | 2178 |
|
|
2023
Q4 | $3.49M | Buy |
418,958
+29,761
| +8% | +$248K | ﹤0.01% | 2457 |
|
|
2023
Q3 | $2.82M | Buy |
389,197
+22,578
| +6% | +$164K | ﹤0.01% | 2495 |
|
|
2023
Q2 | $2.89M | Buy |
+366,619
| New | +$2.89M | ﹤0.01% | 2438 |
|