EverSource Wealth Advisors’s Nu Holdings NU Stock Holding History

EverSource Wealth Advisors’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$51.7K	Buy
2025 Q1	$23.6K	Buy
2024 Q4	$12.7K	Buy
2024 Q3	$7.4K	Buy
2024 Q2	$4.37K	Buy
2024 Q1	$3.03K	Hold
2023 Q4	$2.32K	Hold
2023 Q3	$2.02K	Buy
2023 Q2	$1.63K	Buy
2023 Q1	$471	Buy