Venturi 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 | – | Sell |
-23,347
| Closed | -$239K | – | 590 |
|
|
2025
Q1 | $239K | Buy |
23,347
+4,725
| +25% | +$48.4K | 0.01% | 504 |
|
|
2024
Q4 | $193K | Sell |
18,622
-5,983
| -24% | -$62K | 0.01% | 557 |
|
|
2024
Q3 | $336K | Buy |
24,605
+10,884
| +79% | +$149K | 0.02% | 362 |
|
|
2024
Q2 | $177K | Buy |
13,721
+13,421
| +4,474% | +$173K | 0.01% | 427 |
|
|
2024
Q1 | $3.58K | Buy |
+300
| New | +$3.58K | ﹤0.01% | 1151 |
|
|
2023
Q4 | – | Sell |
-288
| Closed | -$2.09K | – | 1413 |
|
|
2023
Q3 | $2.09K | Sell |
288
-189
| -40% | -$1.37K | ﹤0.01% | 1157 |
|
|
2023
Q2 | $3.76K | Buy |
+477
| New | +$3.76K | ﹤0.01% | 798 |
|