Comprehensive Financial Management’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4M | Hold |
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|
2025
Q1 | $45.1M | Hold |
|
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|
2024
Q4 | $45.6M | Hold |
|
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|
2024
Q3 | $60.1M | Sell |
|
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|
2024
Q2 | $67M | Hold |
|
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|
2024
Q1 | $62M | Sell |
|
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|
2023
Q4 | $45.3M | Buy |
|
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|
2023
Q3 | $35.8M | Buy |
|
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|
2023
Q2 | $31.7M | Buy |
|
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|
2023
Q1 | $9.36M | Buy |
|
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|
2022
Q4 | $6M | Buy |
|
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|
2022
Q3 | $3.94M | Buy |
|
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|
2022
Q2 | $764K | Buy |
|