Partners Capital Investment Group’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 | $930K | Hold |
67,788
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $694K | Buy |
+67,788
| New | +$694K | 0.01% | 145 |
|
|
2024
Q4 | – | Sell |
-67,788
| Closed | -$925K | – | 149 |
|
|
2024
Q3 | $925K | Sell |
67,788
-8,850
| -12% | -$121K | 0.01% | 140 |
|
|
2024
Q2 | $988K | Buy |
+76,638
| New | +$988K | 0.02% | 147 |
|
|
2024
Q1 | – | Sell |
-167,608
| Closed | -$1.4M | – | 220 |
|
|
2023
Q4 | $1.4M | Sell |
167,608
-31,011
| -16% | -$258K | 0.03% | 131 |
|
|
2023
Q3 | $1.44M | Hold |
198,619
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $1.57M | Buy |
+198,619
| New | +$1.57M | 0.03% | 133 |
|