Wealth Enhancement Advisory Services’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 | $4.52M | Buy |
332,384
+50,067
| +18% | +$681K | 0.01% | 939 |
|
|
2025
Q1 | $2.89M | Buy |
282,317
+17,532
| +7% | +$180K | 0.01% | 1056 |
|
|
2024
Q4 | $2.74M | Buy |
264,785
+196,675
| +289% | +$2.04M | 0.01% | 1031 |
|
|
2024
Q3 | $930K | Sell |
68,110
-257,120
| -79% | -$3.51M | ﹤0.01% | 1440 |
|
|
2024
Q2 | $4.19M | Buy |
325,230
+95,412
| +42% | +$1.23M | 0.01% | 734 |
|
|
2024
Q1 | $2.74M | Buy |
229,818
+173,243
| +306% | +$2.07M | 0.01% | 836 |
|
|
2023
Q4 | $471K | Buy |
+56,575
| New | +$471K | ﹤0.01% | 1539 |
|