Impact Partnership Wealth’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 | $773K | Buy |
+56,372
| New | +$773K | 0.14% | 69 |
|
|
2025
Q1 | – | Sell |
-57,691
| Closed | -$598K | – | 318 |
|
|
2024
Q4 | $598K | Buy |
57,691
+8,467
| +17% | +$87.7K | 0.12% | 102 |
|
|
2024
Q3 | $672K | Sell |
49,224
-8,372
| -15% | -$114K | 0.15% | 80 |
|
|
2024
Q2 | $742K | Buy |
57,596
+53,415
| +1,278% | +$689K | 0.2% | 67 |
|
|
2024
Q1 | $49.9K | Sell |
4,181
-1,135
| -21% | -$13.5K | 0.02% | 323 |
|
|
2023
Q4 | $44.3K | Sell |
5,316
-7,046
| -57% | -$58.7K | 0.02% | 345 |
|
|
2023
Q3 | $89.6K | Buy |
12,362
+1,560
| +14% | +$11.3K | 0.03% | 330 |
|
|
2023
Q2 | $85.2K | Buy |
+10,802
| New | +$85.2K | 0.03% | 205 |
|