Evergreen Capital Management’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
$530K Buy
2025
Q2
$326K Buy
2025
Q1
$225K Buy
2024
Q4
$219K Sell
2024
Q3
$491K Hold
2024
Q2
$464K Buy
2024
Q1
$354K Buy
2023
Q4
$229K Hold
2023
Q3
$199K Buy
2023
Q2
$147K Buy
2023
Q1
$75.2K Buy
2022
Q4
$48.2K Buy