Integrated Wealth Concepts’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 | $404K | Buy |
29,416
+2,995
| +11% | +$41.1K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $271K | Sell |
26,421
-32,231
| -55% | -$330K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $608K | Buy |
58,652
+33,455
| +133% | +$347K | 0.01% | 1041 |
|
|
2024
Q3 | $344K | Sell |
25,197
-845
| -3% | -$11.5K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $336K | Buy |
26,042
+1,215
| +5% | +$15.7K | ﹤0.01% | 1256 |
|
|
2024
Q1 | $296K | Buy |
+24,827
| New | +$296K | ﹤0.01% | 1329 |
|
|
2023
Q3 | – | Sell |
-26,412
| Closed | -$208K | – | 1601 |
|
|
2023
Q2 | $208K | Sell |
26,412
-11,862
| -31% | -$93.6K | ﹤0.01% | 1410 |
|
|
2023
Q1 | $182K | Buy |
+38,274
| New | +$182K | ﹤0.01% | 1232 |
|