Spire 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
$2.02K Sell
147
-400
-73% -$5.49K ﹤0.01% 2167
2025
Q1
$5.6K Buy
547
+22
+4% +$225 ﹤0.01% 2029
2024
Q4
$5.44K Buy
525
+125
+31% +$1.3K ﹤0.01% 2019
2024
Q3
$5.46K Sell
400
-1
-0.2% -$14 ﹤0.01% 1797
2024
Q2
$5.17K Buy
401
+1
+0.3% +$13 ﹤0.01% 1821
2024
Q1
$4.77K Hold
400
﹤0.01% 1939
2023
Q4
$3.67K Hold
400
﹤0.01% 2031
2023
Q3
$2.9K Hold
400
﹤0.01% 2057
2023
Q2
$3.16K Hold
400
﹤0.01% 2109
2023
Q1
$1.9K Hold
400
﹤0.01% 2270
2022
Q4
$2K Hold
400
﹤0.01% 2075
2022
Q3
$2K Sell
400
-9,600
-96% -$48K ﹤0.01% 1974
2022
Q2
$37K Buy
+10,000
New +$37K ﹤0.01% 1427