Bessemer Group’s XP XP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-338
| Closed | -$9K | – | 2155 |
|
2024
Q1 | $9K | Sell |
338
-819,847
| -100% | -$21.8M | ﹤0.01% | 1582 |
|
2023
Q4 | $21.4M | Sell |
820,185
-128,895
| -14% | -$3.36M | 0.04% | 217 |
|
2023
Q3 | $21.9M | Sell |
949,080
-129,628
| -12% | -$2.99M | 0.05% | 211 |
|
2023
Q2 | $25.3M | Hold |
1,078,708
| – | – | 0.05% | 206 |
|
2023
Q1 | $12.8M | Buy |
1,078,708
+238,966
| +28% | +$2.84M | 0.03% | 234 |
|
2022
Q4 | $12.9M | Buy |
839,742
+98,404
| +13% | +$1.51M | 0.03% | 230 |
|
2022
Q3 | $14.1M | Buy |
741,338
+377
| +0.1% | +$7.17K | 0.04% | 219 |
|
2022
Q2 | $13.3M | Hold |
740,961
| – | – | 0.03% | 213 |
|
2022
Q1 | $22.3M | Hold |
740,961
| – | – | 0.05% | 193 |
|
2021
Q4 | $21.3M | Hold |
740,961
| – | – | 0.04% | 187 |
|
2021
Q3 | $29.8M | Hold |
740,961
| – | – | 0.06% | 188 |
|
2021
Q2 | $32.3M | Hold |
740,961
| – | – | 0.07% | 193 |
|
2021
Q1 | $27.9M | Buy |
740,961
+418,087
| +129% | +$15.7M | 0.07% | 193 |
|
2020
Q4 | $12.8M | Buy |
322,874
+107,675
| +50% | +$4.27M | 0.03% | 205 |
|
2020
Q3 | $8.97M | Buy |
+215,199
| New | +$8.97M | 0.03% | 216 |
|