NewEdge 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
Q2 | $799K | Buy |
64,381
+351
| +0.5% | +$4.36K | 0.01% | 586 |
|
|
2025
Q1 | $656K | Sell |
64,030
-7,208
| -10% | -$73.8K | 0.01% | 563 |
|
|
2024
Q4 | $738K | Buy |
71,238
+1,690
| +2% | +$17.5K | 0.01% | 548 |
|
|
2024
Q3 | $949K | Sell |
69,548
-20,155
| -22% | -$275K | 0.02% | 479 |
|
|
2024
Q2 | $1.16M | Sell |
89,703
-1,619
| -2% | -$20.9K | 0.03% | 396 |
|
|
2024
Q1 | $1M | Buy |
91,322
+53,877
| +144% | +$590K | 0.02% | 429 |
|
|
2023
Q4 | $312K | Buy |
+37,445
| New | +$312K | 0.01% | 613 |
|