OWM
OneAscent Wealth Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,481
| Closed | -$129K | – | 160 |
|
|
2024
Q4 | $129K | Buy |
12,481
+760
| +6% | +$7.86K | 0.05% | 158 |
|
|
2024
Q3 | $160K | Sell |
11,721
-6,938
| -37% | -$94.7K | 0.06% | 176 |
|
|
2024
Q2 | $241K | Sell |
18,659
-618
| -3% | -$7.98K | 0.13% | 86 |
|
|
2024
Q1 | $230K | Sell |
19,277
-1,172
| -6% | -$14K | 0.09% | 156 |
|
|
2023
Q4 | $170K | Sell |
20,449
-13,577
| -40% | -$113K | 0.07% | 173 |
|
|
2023
Q3 | $247K | Buy |
+34,026
| New | +$247K | 0.11% | 135 |
|