NewEdge Advisors’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
$486K Sell
35,389
-118,251
-77% -$1.62M ﹤0.01% 1708
2025
Q1
$1.57M Sell
153,640
-24,390
-14% -$250K 0.01% 964
2024
Q4
$1.84M Buy
178,030
+53,646
+43% +$556K 0.01% 863
2024
Q3
$1.7M Sell
124,384
-42,254
-25% -$577K 0.01% 863
2024
Q2
$2.15M Buy
+166,638
New +$2.15M 0.02% 723
2023
Q1
Sell
-111
Closed -$452 3904
2022
Q4
$452 Buy
+111
New +$452 ﹤0.01% 3188