Heritage Wealth Management (California)’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$137K	Hold	10,000	–	–	0.09%	83
2025 Q1	$102K	Hold	10,000	–	–	0.08%	80
2024 Q4	$104K	Sell	10,000 -31	-0.3%	-$321	0.07%	85
2024 Q3	$137K	Buy	+10,031	New	+$137K	0.1%	83