Rothschild Investment LLC’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 | $242K | Buy |
17,671
+1,046
| +6% | +$14.4K | 0.02% | 465 |
|
|
2025
Q1 | $170K | Buy |
16,625
+5,279
| +47% | +$54.1K | 0.01% | 532 |
|
|
2024
Q4 | $118K | Buy |
11,346
+1,633
| +17% | +$16.9K | 0.01% | 600 |
|
|
2024
Q3 | $133K | Buy |
9,713
+713
| +8% | +$9.73K | 0.01% | 592 |
|
|
2024
Q2 | $116K | Buy |
9,000
+3,000
| +50% | +$38.7K | 0.01% | 595 |
|
|
2024
Q1 | $71.6K | Buy |
6,000
+4,500
| +300% | +$53.7K | 0.01% | 668 |
|
|
2023
Q4 | $12.5K | Buy |
+1,500
| New | +$12.5K | ﹤0.01% | 953 |
|
|
2022
Q4 | – | Sell |
-10,500
| Closed | -$46K | – | 489 |
|
|
2022
Q3 | $46K | Hold |
10,500
| – | – | ﹤0.01% | 467 |
|
|
2022
Q2 | $39K | Hold |
10,500
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $81K | Buy |
+10,500
| New | +$81K | 0.01% | 475 |
|