Frank Rimerman 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 | $1.05M | Buy |
76,238
+1,063
| +1% | +$14.6K | 0.07% | 204 |
|
|
2025
Q1 | $770K | Hold |
75,175
| – | – | 0.06% | 237 |
|
|
2024
Q4 | $779K | Hold |
75,175
| – | – | 0.06% | 227 |
|
|
2024
Q3 | $1.03M | Hold |
75,175
| – | – | 0.07% | 213 |
|
|
2024
Q2 | $969K | Hold |
75,175
| – | – | 0.07% | 224 |
|
|
2024
Q1 | $897K | Hold |
75,175
| – | – | 0.17% | 55 |
|
|
2023
Q4 | $626K | Hold |
75,175
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $545K | Hold |
75,175
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $593K | Hold |
75,175
| – | – | 0.14% | 54 |
|
|
2023
Q1 | $358K | Hold |
75,175
| – | – | 0.1% | 73 |
|
|
2022
Q4 | $306K | Hold |
75,175
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $331K | Hold |
75,175
| – | – | 0.12% | 60 |
|
|
2022
Q2 | $281K | Buy |
75,175
+11,651
| +18% | +$43.6K | 0.11% | 67 |
|
|
2022
Q1 | $490K | Buy |
63,524
+48,317
| +318% | +$373K | 0.16% | 75 |
|
|
2021
Q4 | $143K | Buy |
+15,207
| New | +$143K | 0.05% | 116 |
|