Corient Private Wealth’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 | $1.01M | Sell |
73,795
-29,923
| -29% | -$411K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $1.06M | Buy |
103,718
+5,507
| +6% | +$56.4K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $1.02M | Sell |
98,211
-951
| -1% | -$9.85K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $1.35M | Buy |
99,162
+16,377
| +20% | +$224K | ﹤0.01% | 1242 |
|
|
2024
Q2 | $1.07M | Sell |
82,785
-81,573
| -50% | -$1.05M | ﹤0.01% | 1292 |
|
|
2024
Q1 | $1.96M | Buy |
164,358
+62,754
| +62% | +$749K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $846K | Buy |
101,604
+6,383
| +7% | +$53.2K | ﹤0.01% | 1346 |
|
|
2023
Q3 | $690K | Buy |
95,221
+4,079
| +4% | +$29.6K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $719K | Sell |
91,142
-7,012
| -7% | -$55.3K | ﹤0.01% | 1277 |
|
|
2023
Q1 | $467K | Sell |
98,154
-753
| -0.8% | -$3.58K | ﹤0.01% | 1404 |
|
|
2022
Q4 | $403K | Buy |
+98,907
| New | +$403K | ﹤0.01% | 1219 |
|