Wedmont Private Capital’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 | $495K | Buy |
36,255
+6,474
| +22% | +$88.3K | 0.02% | 435 |
|
|
2025
Q1 | $314K | Buy |
29,781
+8,308
| +39% | +$87.7K | 0.02% | 504 |
|
|
2024
Q4 | $235K | Sell |
21,473
-3,951
| -16% | -$43.3K | 0.01% | 609 |
|
|
2024
Q3 | $334K | Buy |
25,424
+2,600
| +11% | +$34.2K | 0.02% | 482 |
|
|
2024
Q2 | $306K | Buy |
22,824
+3,060
| +15% | +$41K | 0.02% | 489 |
|
|
2024
Q1 | $234K | Buy |
19,764
+2,089
| +12% | +$24.7K | 0.02% | 519 |
|
|
2023
Q4 | $157K | Buy |
+17,675
| New | +$157K | 0.01% | 544 |
|