A detailed history of Wetherby Asset Management Inc transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 12,000 shares of NU stock, worth $166,440. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,000
Previous 10,000 20.0%
Holding current value
$166,440
Previous $119,000 29.41%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$10.48 - $12.92 $60,794 - $74,948
-5,801 Reduced 2.75%
204,926 $2.64 Million
Q1 2024

May 15, 2024

SELL
$8.09 - $12.25 $201,869 - $305,674
-24,953 Reduced 10.59%
210,727 $2.51 Million
Q4 2023

Feb 14, 2024

SELL
$6.84 - $8.83 $396,555 - $511,928
-57,976 Reduced 19.74%
235,680 $1.96 Million
Q3 2023

Nov 14, 2023

BUY
$6.81 - $8.18 $758,606 - $911,219
111,396 Added 61.12%
293,656 $2.13 Million
Q2 2023

Aug 14, 2023

SELL
$4.42 - $7.89 $120,471 - $215,049
-27,256 Reduced 13.01%
182,260 $1.44 Million
Q1 2023

May 12, 2023

SELL
$3.48 - $5.34 $253,973 - $389,718
-72,981 Reduced 25.83%
209,516 $997,000
Q4 2022

Feb 14, 2023

BUY
$3.74 - $5.09 $459,253 - $625,026
122,795 Added 76.89%
282,497 $1.15 Million
Q3 2022

Nov 14, 2022

BUY
$3.77 - $5.52 $402,266 - $588,995
106,702 Added 201.32%
159,702 $703,000
Q2 2022

Aug 15, 2022

BUY
$3.31 - $8.07 $175,430 - $427,710
53,000 New
53,000 $198,000

Others Institutions Holding NU

About Nu Holdings Ltd.


  • Ticker NU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,561,860,096
  • Market Cap $49.4B
  • Description
  • Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobi...
More about NU
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