Corient Private Wealth’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.99M Buy
2025
Q2
$1.01M Sell
2025
Q1
$1.06M Buy
2024
Q4
$1.02M Sell
2024
Q3
$1.35M Buy
2024
Q2
$1.07M Sell
2024
Q1
$1.96M Buy
2023
Q4
$846K Buy
2023
Q3
$690K Buy
2023
Q2
$719K Sell
2023
Q1
$467K Sell
2022
Q4
$403K Buy