Redwood Wealth Management Group’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
-143,350
Closed -$1.47M 185
2025
Q1
$1.47M Buy
143,350
+87,100
+155% +$892K 0.75% 38
2024
Q4
$582K Buy
+56,250
New +$582K 0.28% 76