Financial Perspectives’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 | $515K | Buy |
37,517
+4,598
| +14% | +$63.1K | 0.16% | 86 |
|
|
2025
Q1 | $337K | Buy |
32,919
+2,352
| +8% | +$24.1K | 0.12% | 103 |
|
|
2024
Q4 | $317K | Buy |
30,567
+2,415
| +9% | +$25K | 0.11% | 107 |
|
|
2024
Q3 | $384K | Buy |
28,152
+488
| +2% | +$6.66K | 0.13% | 94 |
|
|
2024
Q2 | $357K | Buy |
27,664
+2,080
| +8% | +$26.8K | 0.13% | 94 |
|
|
2024
Q1 | $305K | Buy |
25,584
+2,692
| +12% | +$32.1K | 0.12% | 109 |
|
|
2023
Q4 | $191K | Buy |
22,892
+6,760
| +42% | +$56.3K | 0.08% | 143 |
|
|
2023
Q3 | $117K | Buy |
16,132
+2,034
| +14% | +$14.7K | 0.05% | 167 |
|
|
2023
Q2 | $111K | Buy |
14,098
+1,947
| +16% | +$15.4K | 0.05% | 180 |
|
|
2023
Q1 | $57.8K | Hold |
12,151
| – | – | 0.03% | 247 |
|
|
2022
Q4 | $49.5K | Buy |
12,151
+2,946
| +32% | +$12K | 0.03% | 249 |
|
|
2022
Q3 | $40.5K | Buy |
9,205
+5,233
| +132% | +$23K | 0.02% | 261 |
|
|
2022
Q2 | $14.9K | Buy |
3,972
+1,750
| +79% | +$6.55K | 0.01% | 387 |
|
|
2022
Q1 | $17.2K | Buy |
+2,222
| New | +$17.2K | 0.01% | 393 |
|