Whipplewood 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	$85.4K	Buy	6,223 +2,706	+77%	+$37.1K	0.05%	255
2025 Q1	$62.1K	Sell	3,517 -2,478	-41%	-$43.7K	0.04%	276
2024 Q4	$62.1K	Buy	+5,995	New	+$62.1K	0.04%	282