WhitTier Trust Company’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 | $1.32M | Buy |
95,879
+27,335
| +40% | +$375K | 0.03% | 289 |
|
|
2025
Q1 | $702K | Buy |
68,544
+15,344
| +29% | +$157K | 0.02% | 335 |
|
|
2024
Q4 | $551K | Buy |
53,200
+12,195
| +30% | +$126K | 0.01% | 353 |
|
|
2024
Q3 | $560K | Buy |
41,005
+6,140
| +18% | +$83.8K | 0.01% | 344 |
|
|
2024
Q2 | $449K | Buy |
34,865
+9,588
| +38% | +$124K | 0.01% | 360 |
|
|
2024
Q1 | $302K | Buy |
+25,277
| New | +$302K | 0.01% | 410 |
|
|
2023
Q1 | – | Sell |
-6,347
| Closed | -$25.8K | – | 1201 |
|
|
2022
Q4 | $25.8K | Buy |
+6,347
| New | +$25.8K | ﹤0.01% | 797 |
|