Focus Partners Wealth’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.1M | Buy |
6,128,574
+4,668,447
| +320% | +$64.1M | 0.18% | 124 |
|
|
2025
Q1 | $15M | Sell |
1,460,127
-1,031,428
| -41% | -$10.6M | 0.04% | 387 |
|
|
2024
Q4 | $25.8M | Buy |
+2,491,555
| New | +$25.8M | 0.07% | 270 |
|
|
2024
Q3 | – | Sell |
-2,454,149
| Closed | -$31.6M | – | 1660 |
|
|
2024
Q2 | $31.6M | Buy |
2,454,149
+160
| +0% | +$2.06K | 0.11% | 187 |
|
|
2024
Q1 | $29.3M | Buy |
+2,453,989
| New | +$29.3M | 0.24% | 109 |
|