OneDigital Investment Advisors’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | $96.1K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $176K | Buy |
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|
2022
Q3 | $44K | Buy |
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