Diversified Trust’s Xencor XNCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$190K Hold
2025
Q2
$127K Hold
2025
Q1
$172K Buy
2024
Q3
Sell
2024
Q2
$266K Buy
2024
Q1
$289K Buy
2023
Q4
$265K Buy
2023
Q3
Sell
2023
Q2
$282K Buy
2023
Q1
$304K Buy
2022
Q4
$208K Buy
2021
Q2
Sell
2021
Q1
$374K Sell
2020
Q4
$417K Hold
2020
Q3
$371K Sell
2020
Q2
$318K Buy