CIBC Private Wealth Group’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Buy |
628,379
+29,141
| +5% | +$400K | 0.02% | 361 |
|
|
2025
Q1 | $5.97M | Buy |
599,238
+54,081
| +10% | +$539K | 0.01% | 377 |
|
|
2024
Q4 | $6.07M | Buy |
545,157
+5,438
| +1% | +$60.6K | 0.01% | 392 |
|
|
2024
Q3 | $7.37M | Sell |
539,719
-14,058
| -3% | -$192K | 0.01% | 373 |
|
|
2024
Q2 | $7.11M | Sell |
553,777
-7,038
| -1% | -$90.4K | 0.01% | 360 |
|
|
2024
Q1 | $6.63M | Buy |
560,815
+2,641
| +0.5% | +$31.2K | 0.01% | 371 |
|
|
2023
Q4 | $4.65M | Buy |
558,174
+114,279
| +26% | +$952K | 0.01% | 398 |
|
|
2023
Q3 | $3.22M | Buy |
443,895
+398,478
| +877% | +$2.89M | 0.01% | 435 |
|
|
2023
Q2 | $358K | Buy |
45,417
+16,428
| +57% | +$130K | ﹤0.01% | 746 |
|
|
2023
Q1 | $138K | Buy |
28,989
+8,214
| +40% | +$39.1K | ﹤0.01% | 854 |
|
|
2022
Q4 | $85 | Buy |
+20,775
| New | +$85 | ﹤0.01% | 833 |
|