Richards, Merrill & Peterson’s Nu Holdings NU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,115	Closed	-$42.1K	–	380
2025 Q1	$42.1K	Buy	4,115 +1,250	+44%	+$12.8K	0.02%	266
2024 Q4	$29.7K	Buy	+2,865	New	+$29.7K	0.02%	298