Verdence Capital 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 | $600K | Buy |
43,704
+1,351
| +3% | +$18.5K | 0.04% | 360 |
|
|
2025
Q1 | $434K | Buy |
42,353
+3,299
| +8% | +$33.8K | 0.03% | 434 |
|
|
2024
Q4 | $405K | Sell |
39,054
-1,113
| -3% | -$11.5K | 0.03% | 399 |
|
|
2024
Q3 | $548K | Buy |
40,167
+4,606
| +13% | +$62.9K | 0.04% | 352 |
|
|
2024
Q2 | $458K | Buy |
35,561
+4,937
| +16% | +$63.6K | 0.04% | 363 |
|
|
2024
Q1 | $365K | Buy |
30,624
+14,107
| +85% | +$168K | 0.03% | 410 |
|
|
2023
Q4 | $138K | Buy |
16,517
+6,517
| +65% | +$54.3K | 0.01% | 555 |
|
|
2023
Q3 | $72.5K | Hold |
10,000
| – | – | 0.01% | 549 |
|
|
2023
Q2 | $78.9K | Hold |
10,000
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $47.6K | Buy |
+10,000
| New | +$47.6K | 0.01% | 529 |
|