Vestmark Advisory Solutions’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
$892K Sell
64,991
-1,337
-2% -$18.3K 0.01% 512
2025
Q1
$679K Buy
66,328
+23,998
+57% +$246K 0.02% 467
2024
Q4
$439K Sell
42,330
-1,059
-2% -$11K 0.02% 435
2024
Q3
$592K Sell
43,389
-19,788
-31% -$270K 0.02% 366
2024
Q2
$814K Sell
63,177
-888
-1% -$11.4K 0.03% 337
2024
Q1
$764K Buy
64,065
+29,470
+85% +$352K 0.03% 343
2023
Q4
$288K Buy
+34,595
New +$288K 0.01% 424