A detailed history of Precision Wealth Strategies, LLC transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 27,016 shares of NU stock, worth $280,155. This represents 0.42% of its overall portfolio holdings.

Number of Shares
27,016
Previous 36,595 26.18%
Holding current value
$280,155
Previous $471,000 21.87%
% of portfolio
0.42%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$10.71 - $15.14 $102,591 - $145,026
-9,579 Reduced 26.18%
27,016 $368,000
Q2 2024

Aug 05, 2024

SELL
$10.48 - $12.92 $51,372 - $63,333
-4,902 Reduced 11.81%
36,595 $471,000
Q1 2024

May 01, 2024

BUY
$8.09 - $12.25 $10,541 - $15,961
1,303 Added 3.24%
41,497 $495,000
Q4 2023

Feb 02, 2024

SELL
$6.84 - $8.83 $779 - $1,006
-114 Reduced 0.28%
40,194 $334,000
Q3 2023

Oct 31, 2023

BUY
$6.81 - $8.18 $274,497 - $329,719
40,308 New
40,308 $292,000

Others Institutions Holding NU

About Nu Holdings Ltd.


  • Ticker NU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,561,860,096
  • Market Cap $36.9B
  • Description
  • Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobi...
More about NU
Track This Portfolio

Track Precision Wealth Strategies, LLC Portfolio

Follow Precision Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.