Mount Yale Investment Advisors’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
92,709
+420
| +0.5% | +$5.76K | 0.1% | 176 |
|
|
2025
Q1 | $945K | Sell |
92,289
-13,044
| -12% | -$134K | 0.08% | 205 |
|
|
2024
Q4 | $1.09M | Sell |
105,333
-27,276
| -21% | -$283K | 0.09% | 185 |
|
|
2024
Q3 | $1.81M | Sell |
132,609
-18,003
| -12% | -$246K | 0.17% | 127 |
|
|
2024
Q2 | $1.94M | Sell |
150,612
-49,776
| -25% | -$642K | 0.15% | 125 |
|
|
2024
Q1 | $2.39M | Buy |
+200,388
| New | +$2.39M | 0.18% | 112 |
|