HB Wealth 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 | $328K | Sell |
23,941
-509
| -2% | -$6.98K | ﹤0.01% | 889 |
|
|
2025
Q1 | $250K | Buy |
24,450
+6,782
| +38% | +$69.4K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $183K | Buy |
17,668
+1,852
| +12% | +$19.2K | ﹤0.01% | 976 |
|
|
2024
Q3 | $216K | Buy |
15,816
+4,988
| +46% | +$68.1K | ﹤0.01% | 858 |
|
|
2024
Q2 | $140K | Buy |
+10,828
| New | +$140K | ﹤0.01% | 854 |
|