Exencial Wealth Advisors’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
Q2
Sell
2025
Q1
$396K Buy
2024
Q4
$401K Sell
2024
Q3
$528K Sell
2024
Q2
$545K Sell
2024
Q1
$561K Buy