Marcum 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
Q1 | $370K | Sell |
36,128
-264
| -0.7% | -$2.7K | 0.03% | 244 |
|
|
2024
Q4 | $377K | Sell |
36,392
-829
| -2% | -$8.59K | 0.03% | 240 |
|
|
2024
Q3 | $508K | Buy |
37,221
+903
| +2% | +$12.3K | 0.05% | 193 |
|
|
2024
Q2 | $468K | Buy |
36,318
+33
| +0.1% | +$425 | 0.05% | 206 |
|
|
2024
Q1 | $433K | Sell |
36,285
-36
| -0.1% | -$429 | 0.04% | 211 |
|
|
2023
Q4 | $303K | Buy |
36,321
+800
| +2% | +$6.66K | 0.03% | 253 |
|
|
2023
Q3 | $258K | Buy |
+35,521
| New | +$258K | 0.03% | 273 |
|