Coldstream Capital Management’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
$421K Buy
30,690
+8,735
+40% +$120K 0.01% 734
2025
Q1
$225K Sell
21,955
-513
-2% -$5.25K ﹤0.01% 946
2024
Q4
$233K Sell
22,468
-4,049
-15% -$41.9K 0.01% 949
2024
Q3
$362K Buy
26,517
+801
+3% +$10.9K 0.01% 739
2024
Q2
$331K Buy
25,716
+1,057
+4% +$13.6K 0.01% 716
2024
Q1
$294K Buy
+24,659
New +$294K 0.01% 776