IIA
IPG Investment Advisors’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
36,991
-29,861
| -45% | -$410K | 0.1% | 103 |
|
|
2025
Q1 | $685K | Buy |
66,852
+30,000
| +81% | +$307K | 0.15% | 86 |
|
|
2024
Q4 | $382K | Buy |
36,852
+100
| +0.3% | +$1.04K | 0.09% | 114 |
|
|
2024
Q3 | $502K | Sell |
36,752
-5,975
| -14% | -$81.6K | 0.11% | 100 |
|
|
2024
Q2 | $551K | Buy |
42,727
+3,645
| +9% | +$47K | 0.12% | 91 |
|
|
2024
Q1 | $466K | Sell |
39,082
-328
| -0.8% | -$3.91K | 0.1% | 98 |
|
|
2023
Q4 | $328K | Sell |
39,410
-4,790
| -11% | -$39.9K | 0.07% | 136 |
|
|
2023
Q3 | $320K | Sell |
44,200
-1,000
| -2% | -$7.25K | 0.07% | 125 |
|
|
2023
Q2 | $357K | Buy |
45,200
+6,000
| +15% | +$47.3K | 0.08% | 123 |
|
|
2023
Q1 | $187K | Buy |
+39,200
| New | +$187K | 0.04% | 148 |
|