United Asset Strategies’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	$765K	Buy	+55,781	New	+$765K	0.07%	164
2022 Q4	–	Sell	-19,500	Closed	-$86K	–	235
2022 Q3	$86K	Buy	+19,500	New	+$86K	0.01%	198