EWM
Empirical Wealth Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
19,309
+2,809
| +17% | +$38.5K | 0.01% | 562 |
|
|
2025
Q1 | $169K | Sell |
16,500
-2,835
| -15% | -$29K | ﹤0.01% | 616 |
|
|
2024
Q4 | $200K | Sell |
19,335
-1,888
| -9% | -$19.6K | 0.01% | 581 |
|
|
2024
Q3 | $290K | Buy |
21,223
+7,223
| +52% | +$98.6K | 0.01% | 465 |
|
|
2024
Q2 | $180K | Buy |
14,000
+4,000
| +40% | +$51.6K | 0.01% | 539 |
|
|
2024
Q1 | $119K | Sell |
10,000
-4,552
| -31% | -$54.3K | ﹤0.01% | 517 |
|
|
2023
Q4 | $121K | Buy |
+14,552
| New | +$121K | ﹤0.01% | 484 |
|