Avion Wealth’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
$10K Buy
800
+400
+100% +$5K ﹤0.01% 473
2025
Q1
$4K Hold
400
﹤0.01% 590
2024
Q4
$4K Hold
400
﹤0.01% 588
2024
Q3
$5K Buy
+400
New +$5K ﹤0.01% 525