LAS
LWM Advisory Services’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49,799
| Closed | -$510K | – | 97 |
|
|
2025
Q1 | $510K | Sell |
49,799
-19,626
| -28% | -$201K | 0.35% | 53 |
|
|
2024
Q4 | $719K | Hold |
69,425
| – | – | 0.5% | 37 |
|
|
2024
Q3 | $948K | Hold |
69,425
| – | – | 0.7% | 31 |
|
|
2024
Q2 | $895K | Hold |
69,425
| – | – | 0.75% | 30 |
|
|
2024
Q1 | $828K | Buy |
69,425
+15,102
| +28% | +$180K | 0.66% | 30 |
|
|
2023
Q4 | $453K | Buy |
54,323
+16,426
| +43% | +$137K | 0.4% | 49 |
|
|
2023
Q3 | $275K | Sell |
37,897
-15,548
| -29% | -$113K | 0.29% | 58 |
|
|
2023
Q2 | $422K | Buy |
53,445
+32,853
| +160% | +$259K | 0.45% | 41 |
|
|
2023
Q1 | $98K | Sell |
20,592
-12,262
| -37% | -$58.4K | 0.1% | 78 |
|
|
2022
Q4 | $134K | Buy |
32,854
+16,426
| +100% | +$66.9K | 0.15% | 80 |
|
|
2022
Q3 | $72K | Buy |
+16,428
| New | +$72K | 0.08% | 116 |
|