Envestnet Asset Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | $880K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $8.79M | Sell |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $13M | Sell |
|
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|
2023
Q3 | $11.5M | Buy |
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|
2023
Q2 | $7.34M | Buy |
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|
2023
Q1 | $2.87M | Buy |
|
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|
2022
Q4 | $3.42M | Sell |
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|
2022
Q3 | $5.27M | Buy |
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|
2022
Q2 | $4.96M | Buy |
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|
2022
Q1 | $7.84M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $203K | Buy |
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