O'Shaughnessy Asset Management’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
Q2
$1.72M Buy
2025
Q1
$870K Buy
2024
Q4
$788K Sell
2024
Q3
$1.43M Buy
2024
Q2
$1.16M Buy
2024
Q1
$829K Buy
2023
Q4
$527K Buy
2023
Q3
$243K Buy
2023
Q2
$254K Buy
2023
Q1
$108K Buy
2022
Q4
$80K Sell
2022
Q3
$267K Buy
2022
Q2
$61K Buy