Pinnacle Wealth Planning Services’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
$273K Buy
2025
Q2
$212K Sell
2025
Q1
$167K Buy
2024
Q4
Sell
2024
Q3
$277K Buy
2024
Q2
$246K Buy
2024
Q1
$212K Buy