MAI Capital Management’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	$117K	Buy	8,509 +525	+7%	+$7.2K	﹤0.01%	1347
2025 Q1	$81.8K	Sell	7,984 -1,000	-11%	-$10.2K	﹤0.01%	1423
2024 Q4	$93.1K	Buy	+8,984	New	+$93.1K	﹤0.01%	1396