Williams Jones Wealth Management’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	$407K	Buy	+29,700	New	+$407K	﹤0.01%	376
2024 Q4	–	Sell	-10,000	Closed	-$137K	–	525
2024 Q3	$137K	Buy	+10,000	New	+$137K	﹤0.01%	509