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