Personal CFO Solutions’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 | $636K | Buy |
46,331
+4,249
| +10% | +$58.3K | 0.12% | 184 |
|
2025
Q1 | $431K | Sell |
42,082
-9,940
| -19% | -$102K | 0.09% | 241 |
|
2024
Q4 | $539K | Sell |
52,022
-10,122
| -16% | -$105K | 0.11% | 191 |
|
2024
Q3 | $848K | Sell |
62,144
-183
| -0.3% | -$2.5K | 0.12% | 180 |
|
2024
Q2 | $803K | Buy |
62,327
+1,227
| +2% | +$15.8K | 0.12% | 161 |
|
2024
Q1 | $729K | Buy |
+61,100
| New | +$729K | 0.11% | 189 |
|