SVB Wealth’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 | – | Sell |
-178,707
| Closed | -$1.83M | – | 1228 |
|
|
2025
Q1 | $1.83M | Buy |
178,707
+1,358
| +0.8% | +$13.9K | 0.08% | 120 |
|
|
2024
Q4 | $1.84M | Buy |
+177,349
| New | +$1.84M | 0.03% | 235 |
|
|
2024
Q3 | – | Sell |
-173,400
| Closed | -$2.24M | – | 406 |
|
|
2024
Q2 | $2.24M | Sell |
173,400
-47,902
| -22% | -$617K | 0.06% | 220 |
|
|
2024
Q1 | $2.64M | Buy |
221,302
+40,063
| +22% | +$478K | 0.06% | 219 |
|
|
2023
Q4 | $1.51M | Sell |
181,239
-24,340
| -12% | -$203K | 0.04% | 279 |
|
|
2023
Q3 | $1.49M | Buy |
205,579
+77,932
| +61% | +$565K | 0.03% | 269 |
|
|
2023
Q2 | $1.01M | Buy |
127,647
+35,059
| +38% | +$277K | 0.02% | 343 |
|
|
2023
Q1 | $441K | Sell |
92,588
-16,334
| -15% | -$77.8K | 0.01% | 570 |
|
|
2022
Q4 | $443K | Buy |
108,922
+61,766
| +131% | +$251K | 0.01% | 596 |
|
|
2022
Q3 | $208K | Buy |
+47,156
| New | +$208K | ﹤0.01% | 839 |
|