Perigon Wealth 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 | $274K | Buy |
19,996
+5,355
| +37% | +$73.5K | 0.01% | 869 |
|
|
2025
Q1 | $150K | Buy |
14,641
+1,136
| +8% | +$11.6K | ﹤0.01% | 990 |
|
|
2024
Q4 | $152K | Buy |
13,505
+1,216
| +10% | +$13.7K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $168K | Sell |
12,289
-606
| -5% | -$8.27K | ﹤0.01% | 950 |
|
|
2024
Q2 | $166K | Buy |
+12,895
| New | +$166K | ﹤0.01% | 824 |
|