Fortis Capital Management’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 | $211K | Buy |
15,352
+3,860
| +34% | +$53K | 0.03% | 159 |
|
2025
Q1 | $118K | Sell |
11,492
-1,756
| -13% | -$18K | 0.02% | 147 |
|
2024
Q4 | $137K | Buy |
13,248
+197
| +2% | +$2.04K | 0.03% | 128 |
|
2024
Q3 | $178K | Sell |
13,051
-4,279
| -25% | -$58.4K | 0.04% | 121 |
|
2024
Q2 | $223K | Buy |
17,330
+1,072
| +7% | +$13.8K | 0.05% | 114 |
|
2024
Q1 | $194K | Sell |
16,258
-1,936
| -11% | -$23.1K | 0.05% | 110 |
|
2023
Q4 | $152K | Buy |
18,194
+1,423
| +8% | +$11.9K | 0.04% | 134 |
|
2023
Q3 | $122K | Buy |
+16,771
| New | +$122K | 0.04% | 124 |
|