CFM
Comprehensive Financial Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4M | Hold |
4,400,282
| – | – | 1.68% | 5 |
|
|
2025
Q1 | $45.1M | Hold |
4,400,282
| – | – | 1.42% | 5 |
|
|
2024
Q4 | $45.6M | Hold |
4,400,282
| – | – | 1.26% | 5 |
|
|
2024
Q3 | $60.1M | Sell |
4,400,282
-800,000
| -15% | -$10.9M | 1.67% | 6 |
|
|
2024
Q2 | $67M | Hold |
5,200,282
| – | – | 2.36% | 5 |
|
|
2024
Q1 | $62M | Sell |
5,200,282
-236,299
| -4% | -$2.82M | 2.01% | 6 |
|
|
2023
Q4 | $45.3M | Buy |
5,436,581
+492,816
| +10% | +$4.11M | 1.6% | 6 |
|
|
2023
Q3 | $35.8M | Buy |
4,943,765
+929,456
| +23% | +$6.74M | 1.3% | 6 |
|
|
2023
Q2 | $31.7M | Buy |
4,014,309
+2,047,821
| +104% | +$16.2M | 1.04% | 9 |
|
|
2023
Q1 | $9.36M | Buy |
1,966,488
+492,815
| +33% | +$2.35M | 0.28% | 11 |
|
|
2022
Q4 | $6M | Buy |
1,473,673
+578,129
| +65% | +$2.35M | 0.19% | 15 |
|
|
2022
Q3 | $3.94M | Buy |
895,544
+691,191
| +338% | +$3.04M | 0.1% | 20 |
|
|
2022
Q2 | $764K | Buy |
+204,353
| New | +$764K | 0.02% | 39 |
|