Vestmark Advisory Solutions’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 | $892K | Sell |
64,991
-1,337
| -2% | -$18.3K | 0.01% | 512 |
|
2025
Q1 | $679K | Buy |
66,328
+23,998
| +57% | +$246K | 0.02% | 467 |
|
2024
Q4 | $439K | Sell |
42,330
-1,059
| -2% | -$11K | 0.02% | 435 |
|
2024
Q3 | $592K | Sell |
43,389
-19,788
| -31% | -$270K | 0.02% | 366 |
|
2024
Q2 | $814K | Sell |
63,177
-888
| -1% | -$11.4K | 0.03% | 337 |
|
2024
Q1 | $764K | Buy |
64,065
+29,470
| +85% | +$352K | 0.03% | 343 |
|
2023
Q4 | $288K | Buy |
+34,595
| New | +$288K | 0.01% | 424 |
|