Whittier Trust’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 | $2.17M | Buy |
157,862
+15,317
| +11% | +$210K | 0.03% | 285 |
|
|
2025
Q1 | $1.46M | Buy |
142,545
+21,032
| +17% | +$215K | 0.02% | 323 |
|
|
2024
Q4 | $1.26M | Buy |
121,513
+40,717
| +50% | +$422K | 0.02% | 353 |
|
|
2024
Q3 | $1.1M | Buy |
80,796
+15,178
| +23% | +$207K | 0.01% | 365 |
|
|
2024
Q2 | $846K | Buy |
65,618
+9,506
| +17% | +$123K | 0.01% | 396 |
|
|
2024
Q1 | $669K | Buy |
+56,112
| New | +$669K | 0.01% | 440 |
|