Creative Planning’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
Q3 | $10M | Sell |
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|
2025
Q2 | $9.21M | Buy |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $6.88M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $4.82M | Sell |
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|
2023
Q3 | $4.93M | Buy |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $393K | Buy |
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