MAM
Morse Asset Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49,136
| Closed | -$509K | – | 369 |
|
|
2024
Q4 | $509K | Sell |
49,136
-9,650
| -16% | -$100K | 0.12% | 117 |
|
|
2024
Q3 | $802K | Buy |
58,786
+24,436
| +71% | +$334K | 0.17% | 107 |
|
|
2024
Q2 | $443K | Buy |
34,350
+22,350
| +186% | +$288K | 0.11% | 117 |
|
|
2024
Q1 | $143K | Buy |
+12,000
| New | +$143K | 0.04% | 140 |
|