Schwartz Investment Counsel’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	$2.53M	Hold	184,500	–	–	0.08%	88
2025 Q1	$1.89M	Buy	184,500 +10,000	+6%	+$102K	0.06%	92
2024 Q4	$1.81M	Buy	174,500 +46,200	+36%	+$479K	0.07%	90
2024 Q3	$1.75M	Buy	+128,300	New	+$1.75M	0.06%	93