Glass Jacobson Investment 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 | $2.74K | Sell |
200
-1,319
| -87% | -$18.1K | ﹤0.01% | 499 |
|
|
2025
Q1 | $15.7K | Hold |
1,519
| – | – | 0.01% | 550 |
|
|
2024
Q4 | $15.7K | Buy |
1,519
+19
| +1% | +$197 | 0.01% | 550 |
|
|
2024
Q3 | $20.5K | Hold |
1,500
| – | – | 0.01% | 493 |
|
|
2024
Q2 | $19.3K | Hold |
1,500
| – | – | 0.01% | 488 |
|
|
2024
Q1 | $17.9K | Hold |
1,500
| – | – | 0.01% | 491 |
|
|
2023
Q4 | $12.5K | Hold |
1,500
| – | – | 0.01% | 504 |
|
|
2023
Q3 | $10.9K | Buy |
1,500
+200
| +15% | +$1.45K | 0.01% | 493 |
|
|
2023
Q2 | $10.3K | Buy |
+1,300
| New | +$10.3K | ﹤0.01% | 499 |
|
|
2022
Q4 | $4.48K | Buy |
+1,100
| New | +$4.48K | ﹤0.01% | 605 |
|