FDx Advisors’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
$450K Sell
32,796
-1,314
-4% -$18K 0.14% 98
2025
Q1
$349K Sell
34,110
-184
-0.5% -$1.88K 0.11% 110
2024
Q4
$355K Sell
34,294
-6,321
-16% -$65.4K 0.1% 124
2024
Q3
$554K Sell
40,615
-1,328
-3% -$18.1K 0.15% 96
2024
Q2
$541K Sell
41,943
-3,870
-8% -$49.9K 0.15% 92
2024
Q1
$547K Buy
45,813
+33,347
+268% +$398K 0.08% 196
2023
Q4
$104K Buy
+12,466
New +$104K 0.01% 664