EverSource Wealth Advisors’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7K | Buy |
3,768
+1,464
| +64% | +$20.1K | ﹤0.01% | 1586 |
|
|
2025
Q1 | $23.6K | Buy |
2,304
+1,078
| +88% | +$11K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $12.7K | Buy |
1,226
+684
| +126% | +$7.09K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $7.4K | Buy |
542
+182
| +51% | +$2.48K | ﹤0.01% | 2031 |
|
|
2024
Q2 | $4.37K | Buy |
360
+81
| +29% | +$982 | ﹤0.01% | 2265 |
|
|
2024
Q1 | $3.03K | Hold |
279
| – | – | ﹤0.01% | 2245 |
|
|
2023
Q4 | $2.32K | Hold |
279
| – | – | ﹤0.01% | 2129 |
|
|
2023
Q3 | $2.02K | Buy |
279
+73
| +35% | +$529 | ﹤0.01% | 2000 |
|
|
2023
Q2 | $1.63K | Buy |
206
+107
| +108% | +$844 | ﹤0.01% | 2084 |
|
|
2023
Q1 | $471 | Buy |
+99
| New | +$471 | ﹤0.01% | 2237 |
|