LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,019
| Closed | -$12.6K | – | 578 |
|
|
2024
Q4 | $12.6K | Hold |
1,019
| – | – | ﹤0.01% | 479 |
|
|
2024
Q3 | $15.3K | Hold |
1,019
| – | – | ﹤0.01% | 473 |
|
|
2024
Q2 | $13.8K | Hold |
1,019
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $10.8K | Hold |
1,019
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $8.77K | Hold |
1,019
| – | – | ﹤0.01% | 501 |
|
|
2023
Q3 | $8.39K | Hold |
1,019
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $8.04K | Hold |
1,019
| – | – | ﹤0.01% | 553 |
|
|
2023
Q1 | $4.85K | Buy |
+1,019
| New | +$4.85K | ﹤0.01% | 548 |
|