Global Retirement Partners’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 Q4	$272K	Sell	16,245 -2,937	-15%	-$47.2K	﹤0.01%	1290
2025 Q3	$307K	Buy	19,182 +16,072	+517%	+$224K	0.01%	976
2025 Q2	$42.7K	Buy	+3,110	New	+$37.2K	﹤0.01%	1853
2024 Q4	$30.3K	Sell	2,920 -722	-20%	-$9.6K	﹤0.01%	1859
2024 Q3	$49.7K	Sell	3,642 -961	-21%	-$12.9K	﹤0.01%	1558
2024 Q2	$59.3K	Buy	4,603 +2,614	+131%	+$30.4K	﹤0.01%	1449
2024 Q1	$23.7K	Buy	1,989 +1,294	+186%	+$13.2K	﹤0.01%	1736
2023 Q4	$6.37K	Buy	695 +516	+288%	+$4.17K	﹤0.01%	2226
2023 Q3	$1.26K	Hold	179	–	–	﹤0.01%	2703
2023 Q2	$1.41K	Hold	179	–	–	﹤0.01%	2666
2023 Q1	$927	Buy	179 +4	+2%	+$18	﹤0.01%	2759
2022 Q4	$712	Hold	175	–	–	﹤0.01%	2679
2022 Q3	$1K	Hold	175	–	–	﹤0.01%	2530
2022 Q2	$1K	Hold	175	–	–	﹤0.01%	2496
2022 Q1	$1K	Buy	+175	New	+$1.4K	﹤0.01%	2462