JSAM
J. Safra Asset Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-69,669
| Closed | -$742K | – | 349 |
|
|
2024
Q4 | $742K | Buy |
69,669
+17,299
| +33% | +$184K | 0.06% | 48 |
|
|
2024
Q3 | $726K | Sell |
52,370
-30,788
| -37% | -$427K | 0.07% | 39 |
|
|
2024
Q2 | $1.07M | Hold |
83,158
| – | – | 0.11% | 27 |
|
|
2024
Q1 | $992K | Buy |
+83,158
| New | +$992K | 0.11% | 24 |
|