Congress 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 | $453K | Buy |
+33,045
| New | +$453K | ﹤0.01% | 956 |
|
|
2025
Q1 | – | Sell |
-14,688
| Closed | -$152K | – | 1105 |
|
|
2024
Q4 | $152K | Sell |
14,688
-2,430
| -14% | -$25.2K | ﹤0.01% | 864 |
|
|
2024
Q3 | $234K | Sell |
17,118
-17,075
| -50% | -$233K | ﹤0.01% | 792 |
|
|
2024
Q2 | $441K | Sell |
34,193
-916
| -3% | -$11.8K | 0.01% | 551 |
|
|
2024
Q1 | $419K | Buy |
+35,109
| New | +$419K | 0.01% | 464 |
|