Evergreen 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 | $326K | Buy |
23,737
+1,755
| +8% | +$24.1K | 0.01% | 760 |
|
|
2025
Q1 | $225K | Buy |
21,982
+876
| +4% | +$8.97K | 0.01% | 925 |
|
|
2024
Q4 | $219K | Sell |
21,106
-14,898
| -41% | -$154K | 0.01% | 933 |
|
|
2024
Q3 | $491K | Hold |
36,004
| – | – | 0.02% | 505 |
|
|
2024
Q2 | $464K | Buy |
36,004
+6,300
| +21% | +$81.2K | 0.02% | 489 |
|
|
2024
Q1 | $354K | Buy |
29,704
+2,208
| +8% | +$26.3K | 0.01% | 569 |
|
|
2023
Q4 | $229K | Hold |
27,496
| – | – | 0.01% | 713 |
|
|
2023
Q3 | $199K | Buy |
27,496
+8,835
| +47% | +$64.1K | 0.01% | 716 |
|
|
2023
Q2 | $147K | Buy |
18,661
+2,864
| +18% | +$22.6K | 0.01% | 760 |
|
|
2023
Q1 | $75.2K | Buy |
15,797
+3,966
| +34% | +$18.9K | ﹤0.01% | 702 |
|
|
2022
Q4 | $48.2K | Buy |
+11,831
| New | +$48.2K | ﹤0.01% | 668 |
|