First Western Trust Bank’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 | $314K | Hold |
22,865
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $234K | Sell |
22,865
-39
| -0.2% | -$399 | 0.01% | 168 |
|
|
2024
Q4 | $237K | Buy |
22,904
+5,276
| +30% | +$54.7K | 0.01% | 173 |
|
|
2024
Q3 | $241K | Buy |
17,628
+39
| +0.2% | +$532 | 0.01% | 181 |
|
|
2024
Q2 | $227K | Hold |
17,589
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $210K | Buy |
17,589
+6,596
| +60% | +$78.7K | 0.01% | 200 |
|
|
2023
Q4 | $91.6K | Hold |
10,993
| – | – | ﹤0.01% | 198 |
|
|
2023
Q3 | $79.7K | Buy |
+10,993
| New | +$79.7K | ﹤0.01% | 169 |
|