TPG Financial Advisors’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 | $1.58M | Hold |
114,911
| – | – | 0.63% | 30 |
|
|
2025
Q1 | $1.18M | Hold |
114,911
| – | – | 0.52% | 29 |
|
|
2024
Q4 | $1.19M | Hold |
114,911
| – | – | 0.52% | 30 |
|
|
2024
Q3 | $1.57M | Sell |
114,911
-33,647
| -23% | -$459K | 0.71% | 25 |
|
|
2024
Q2 | $1.91M | Buy |
+148,558
| New | +$1.91M | 0.91% | 25 |
|
|
2023
Q4 | $1.15M | Sell |
129,679
-2,771
| -2% | -$24.6K | 0.59% | 28 |
|
|
2023
Q3 | $960K | Buy |
132,450
+19,513
| +17% | +$141K | 0.5% | 29 |
|
|
2023
Q2 | $891K | Buy |
112,937
+41,068
| +57% | +$324K | 0.47% | 31 |
|
|
2023
Q1 | $342K | Buy |
71,869
+20,534
| +40% | +$97.7K | 0.19% | 39 |
|
|
2022
Q4 | $209K | Buy |
51,335
+30,801
| +150% | +$125K | 0.13% | 44 |
|
|
2022
Q3 | $90K | Buy |
+20,534
| New | +$90K | 0.06% | 45 |
|