Warther Private Wealth’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 | $25.6M | Sell |
1,868,469
-171,672
| -8% | -$2.36M | 6.67% | 7 |
|
2025
Q1 | $20.9M | Buy |
2,040,141
+583,547
| +40% | +$5.98M | 6.87% | 6 |
|
2024
Q4 | $15.1M | Buy |
1,456,594
+599,250
| +70% | +$6.21M | 5.08% | 7 |
|
2024
Q3 | $11.7M | Buy |
857,344
+13,950
| +2% | +$190K | 4.1% | 9 |
|
2024
Q2 | $10.9M | Buy |
843,394
+271,100
| +47% | +$3.49M | 4.26% | 6 |
|
2024
Q1 | $6.83M | Buy |
572,294
+98,350
| +21% | +$1.17M | 3.05% | 13 |
|
2023
Q4 | $3.95M | Buy |
473,944
+441,135
| +1,345% | +$3.67M | 2.21% | 16 |
|
2023
Q3 | $238K | Buy |
32,809
+9,500
| +41% | +$68.9K | 0.16% | 56 |
|
2023
Q2 | $184K | Hold |
23,309
| – | – | 0.13% | 62 |
|
2023
Q1 | $111K | Sell |
23,309
-6,225
| -21% | -$29.6K | 0.08% | 64 |
|
2022
Q4 | $120K | Buy |
29,534
+1,618
| +6% | +$6.59K | 0.09% | 77 |
|
2022
Q3 | $123K | Buy |
27,916
+12,634
| +83% | +$55.7K | 0.1% | 80 |
|
2022
Q2 | $60K | Buy |
+15,282
| New | +$60K | 0.04% | 107 |
|