NWAM LLC’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
$437K Sell
34,655
-5,700
-14% -$71.9K 0.04% 357
2025
Q1
$413K Buy
40,355
+10,180
+34% +$104K 0.04% 352
2024
Q4
$313K Buy
30,175
+4,765
+19% +$49.4K 0.02% 473
2024
Q3
$347K Buy
+25,410
New +$347K 0.02% 454