Cresset Asset Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
20,159
-3,403
| -14% | -$46.7K | ﹤0.01% | 1337 |
|
|
2025
Q1 | $241K | Sell |
23,562
-16,454
| -41% | -$168K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $415K | Sell |
40,016
-33,113
| -45% | -$343K | ﹤0.01% | 1157 |
|
|
2024
Q3 | $998K | Buy |
73,129
+11,359
| +18% | +$155K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $796K | Buy |
61,770
+12,146
| +24% | +$157K | ﹤0.01% | 1162 |
|
|
2024
Q1 | $592K | Buy |
49,624
+19,151
| +63% | +$228K | ﹤0.01% | 1239 |
|
|
2023
Q4 | $254K | Buy |
30,473
+3,955
| +15% | +$32.9K | ﹤0.01% | 1550 |
|
|
2023
Q3 | $192K | Buy |
+26,518
| New | +$192K | ﹤0.01% | 1600 |
|