Cornerstone Wealth Group’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 | $701K | Buy |
51,098
+13,430
| +36% | +$184K | 0.05% | 161 |
|
|
2025
Q1 | $386K | Sell |
37,668
-59
| -0.2% | -$604 | 0.03% | 191 |
|
|
2024
Q4 | $391K | Buy |
37,727
+24
| +0.1% | +$249 | 0.03% | 185 |
|
|
2024
Q3 | $515K | Buy |
37,703
+12
| +0% | +$164 | 0.04% | 164 |
|
|
2024
Q2 | $486K | Buy |
37,691
+8
| +0% | +$103 | 0.04% | 159 |
|
|
2024
Q1 | $450K | Buy |
37,683
+3,038
| +9% | +$36.2K | 0.04% | 165 |
|
|
2023
Q4 | $289K | Buy |
34,645
+3,286
| +10% | +$27.4K | 0.04% | 125 |
|
|
2023
Q3 | $227K | Buy |
31,359
+3,286
| +12% | +$23.8K | 0.04% | 138 |
|
|
2023
Q2 | $221K | Buy |
28,073
+6,572
| +31% | +$51.9K | 0.04% | 136 |
|
|
2023
Q1 | $102K | Buy |
21,501
+3,286
| +18% | +$15.6K | 0.02% | 143 |
|
|
2022
Q4 | $74.1K | Buy |
+18,215
| New | +$74.1K | 0.01% | 133 |
|