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 |
|