MWM
Moran Wealth Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
244,951
-548,897
| -69% | -$7.53M | 0.1% | 236 |
|
|
2025
Q1 | $8.13M | Buy |
793,848
+55,121
| +7% | +$564K | 0.27% | 115 |
|
|
2024
Q4 | $7.65M | Buy |
738,727
+723,068
| +4,618% | +$7.49M | 0.24% | 122 |
|
|
2024
Q3 | $214K | Buy |
15,659
+200
| +1% | +$2.73K | 0.01% | 400 |
|
|
2024
Q2 | $199K | Buy |
15,459
+3,455
| +29% | +$44.5K | 0.01% | 385 |
|
|
2024
Q1 | $143K | Buy |
12,004
+426
| +4% | +$5.08K | ﹤0.01% | 407 |
|
|
2023
Q4 | $96.4K | Sell |
11,578
-1,617
| -12% | -$13.5K | ﹤0.01% | 414 |
|
|
2023
Q3 | $95.7K | Buy |
+13,195
| New | +$95.7K | ﹤0.01% | 362 |
|