JWM
Jessup Wealth Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,289
| Closed | -$105K | – | 78 |
|
|
2025
Q1 | $105K | Hold |
10,289
| – | – | 0.04% | 72 |
|
|
2024
Q4 | $107K | Hold |
10,289
| – | – | 0.05% | 69 |
|
|
2024
Q3 | $140K | Hold |
10,289
| – | – | 0.06% | 55 |
|
|
2024
Q2 | $133K | Sell |
10,289
-8,331
| -45% | -$107K | 0.06% | 55 |
|
|
2024
Q1 | $222K | Buy |
+18,620
| New | +$222K | 0.1% | 55 |
|