Delta 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
2025
Q2
$147K Hold
10,740
0.01% 162
2025
Q1
$110K Hold
10,740
0.01% 182
2024
Q4
$111K Sell
10,740
-11,260
-51% -$117K 0.01% 189
2024
Q3
$300K Hold
22,000
0.03% 125
2024
Q2
$284K Hold
22,000
0.03% 121
2024
Q1
$262K Sell
22,000
-1,411
-6% -$16.8K 0.02% 126
2023
Q4
$195K Sell
23,411
-4,177
-15% -$34.8K 0.02% 141
2023
Q3
$200K Hold
27,588
0.02% 135
2023
Q2
$218K Hold
27,588
0.02% 132
2023
Q1
$131K Hold
27,588
0.01% 153
2022
Q4
$112K Hold
27,588
0.01% 156
2022
Q3
$121K Buy
+27,588
New +$121K 0.01% 130