Carolinas Wealth Consulting’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
Sell
-160
Closed -$1.64K 634
2025
Q1
$1.64K Hold
160
﹤0.01% 842
2024
Q4
$1.66K Sell
160
-28
-15% -$290 ﹤0.01% 864
2024
Q3
$2.57K Sell
188
-35
-16% -$478 ﹤0.01% 772
2024
Q2
$2.88K Buy
223
+14
+7% +$180 ﹤0.01% 732
2024
Q1
$2.49K Buy
+209
New +$2.49K ﹤0.01% 761