Shelton Wealth Management’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 | $1.57M | Sell |
114,333
-5,459
| -5% | -$74.9K | 0.76% | 36 |
|
|
2025
Q1 | $1.23M | Buy |
119,792
+18,286
| +18% | +$187K | 0.67% | 34 |
|
|
2024
Q4 | $1.05M | Buy |
101,506
+4,993
| +5% | +$51.7K | 0.54% | 64 |
|
|
2024
Q3 | $1.32M | Buy |
96,513
+8,839
| +10% | +$121K | 0.72% | 37 |
|
|
2024
Q2 | $1.13M | Buy |
+87,674
| New | +$1.13M | 0.64% | 37 |
|