Cary Street Partners Asset Management’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$253K Sell
18,561
-5,000
-21% -$68.3K 0.03% 191
2024
Q2
$304K Hold
23,561
0.04% 183
2024
Q1
$281K Hold
23,561
0.04% 177
2023
Q4
$196K Hold
23,561
0.03% 192
2023
Q3
$171K Sell
23,561
-25,000
-51% -$181K 0.03% 192
2023
Q2
$383K Hold
48,561
0.07% 159
2023
Q1
$231K Hold
48,561
0.04% 167
2022
Q4
$198K Hold
48,561
0.04% 178
2022
Q3
$214K Buy
48,561
+21,314
+78% +$93.9K 0.05% 152
2022
Q2
$102K Buy
+27,247
New +$102K 0.02% 154