Orion Portfolio Solutions’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Buy |
137,878
+2,716
| +2% | +$27.8K | 0.01% | 896 |
|
|
2024
Q4 | $1.4M | Buy |
135,162
+19,485
| +17% | +$202K | 0.01% | 880 |
|
|
2024
Q3 | $1.58M | Buy |
115,677
+4,967
| +4% | +$67.8K | 0.02% | 817 |
|
|
2024
Q2 | $1.43M | Buy |
110,710
+900
| +0.8% | +$11.6K | 0.02% | 804 |
|
|
2024
Q1 | $1.31M | Buy |
109,810
+67,815
| +161% | +$809K | 0.01% | 864 |
|
|
2023
Q4 | $373K | Buy |
41,995
+4,404
| +12% | +$39.2K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $273K | Buy |
37,591
+882
| +2% | +$6.4K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $290K | Hold |
36,709
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q1 | $175K | Buy |
36,709
+1,709
| +5% | +$8.14K | ﹤0.01% | 1508 |
|
|
2022
Q4 | $142K | Buy |
35,000
+25,000
| +250% | +$102K | 0.01% | 785 |
|
|
2022
Q3 | $44K | Buy |
+10,000
| New | +$44K | ﹤0.01% | 710 |
|