Focus Partners Wealth’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
$84.1M Buy
2025
Q1
$15M Sell
2024
Q4
$25.8M Buy
2024
Q3
Sell
2024
Q2
$31.6M Buy
2024
Q1
$29.3M Buy