NewEdge 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 | $486K | Sell |
35,389
-118,251
| -77% | -$1.62M | ﹤0.01% | 1708 |
|
2025
Q1 | $1.57M | Sell |
153,640
-24,390
| -14% | -$250K | 0.01% | 964 |
|
2024
Q4 | $1.84M | Buy |
178,030
+53,646
| +43% | +$556K | 0.01% | 863 |
|
2024
Q3 | $1.7M | Sell |
124,384
-42,254
| -25% | -$577K | 0.01% | 863 |
|
2024
Q2 | $2.15M | Buy |
+166,638
| New | +$2.15M | 0.02% | 723 |
|
2023
Q1 | – | Sell |
-111
| Closed | -$452 | – | 3904 |
|
2022
Q4 | $452 | Buy |
+111
| New | +$452 | ﹤0.01% | 3188 |
|