Circle Wealth Management’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 | $1,000K | Sell |
72,858
-68,230
| -48% | -$936K | 0.02% | 114 |
|
|
2025
Q1 | $1.44M | Buy |
141,088
+31,346
| +29% | +$321K | 0.03% | 96 |
|
|
2024
Q4 | $1.14M | Buy |
109,742
+5,674
| +5% | +$58.8K | 0.02% | 106 |
|
|
2024
Q3 | $1.42M | Buy |
104,068
+61,288
| +143% | +$837K | 0.03% | 93 |
|
|
2024
Q2 | $551K | Buy |
+42,780
| New | +$551K | 0.01% | 154 |
|