Pinnacle Wealth Planning Services’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 | $212K | Sell |
15,474
-797
| -5% | -$10.9K | 0.03% | 406 |
|
|
2025
Q1 | $167K | Buy |
+16,271
| New | +$167K | 0.03% | 369 |
|
|
2024
Q4 | – | Sell |
-20,320
| Closed | -$277K | – | 511 |
|
|
2024
Q3 | $277K | Buy |
20,320
+1,200
| +6% | +$16.4K | 0.04% | 331 |
|
|
2024
Q2 | $246K | Buy |
19,120
+1,356
| +8% | +$17.5K | 0.04% | 349 |
|
|
2024
Q1 | $212K | Buy |
+17,764
| New | +$212K | 0.03% | 406 |
|