Knollwood Investment Advisory’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 | $820K | Hold |
59,800
| – | – | 0.08% | 210 |
|
2025
Q1 | $612K | Hold |
59,800
| – | – | 0.07% | 233 |
|
2024
Q4 | $620K | Hold |
59,800
| – | – | 0.06% | 242 |
|
2024
Q3 | $816K | Hold |
59,800
| – | – | 0.09% | 221 |
|
2024
Q2 | $771K | Buy |
+59,800
| New | +$771K | 0.09% | 217 |
|
2023
Q2 | – | Sell |
-136,288
| Closed | -$649K | – | 134 |
|
2023
Q1 | $649K | Hold |
136,288
| – | – | 0.13% | 93 |
|
2022
Q4 | $555K | Buy |
+136,288
| New | +$555K | 0.22% | 89 |
|