Davenport & Co’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
$408K Sell
2025
Q2
$357K Hold
2025
Q1
$266K Buy
2024
Q4
$264K Hold
2024
Q3
$348K Hold
2024
Q2
$329K Hold
2024
Q1
$304K Hold
2023
Q4
$212K Hold
2023
Q3
$185K Hold
2023
Q2
$201K Sell
2023
Q1
$478K Buy