Mather Group’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416 Buy
2025
Q2
Sell
2025
Q1
$266 Hold
2024
Q4
$269 Hold
2024
Q3
$355 Hold
2024
Q2
$310 Hold
2024
Q1
$217 Buy