CWA
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Carolina Wealth Advisors’s Nu Holdings NU Stock Holding History

Carolina Wealth Advisors’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Buy
74,405
+17,842
+32% +$245K 0.5% 42
2025
Q1 		$579K Buy
56,563
+42,121
+292% +$431K 0.31% 46
2024
Q4 		$150K Buy
14,442
+11,228
+349% +$116K 0.08% 72
2024
Q3 		$43.9K Buy
+3,214
New +$43.9K 0.02% 121