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WhitTier Trust Company’s Nu Holdings NU Stock Holding History

WhitTier Trust Company’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-95,879
Closed -$1.32M – 1424
2025
Q2 		$1.32M Buy
95,879
+27,335
+40% +$327K 0.03% 289
2025
Q1 		$702K Buy
68,544
+15,344
+29% +$181K 0.02% 335
2024
Q4 		$551K Buy
53,200
+12,195
+30% +$162K 0.01% 353
2024
Q3 		$560K Buy
41,005
+6,140
+18% +$82.6K 0.01% 344
2024
Q2 		$449K Buy
34,865
+9,588
+38% +$112K 0.01% 360
2024
Q1 		$302K Buy
+25,277
New +$258K 0.01% 410
2023
Q1 		– Sell
-6,347
Closed -$25.8K – 1201
2022
Q4 		$25.8K Buy
+6,347
New +$27.6K ﹤0.01% 797

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