Plante Moran Financial 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	–	Sell	-74	Closed	-$758	–	834
2025 Q1	$758	Buy	+74	New	+$758	﹤0.01%	733
2024 Q1	–	Sell	-318	Closed	-$2.65K	–	920
2023 Q4	$2.65K	Buy	+318	New	+$2.65K	﹤0.01%	701