Fisher 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 | $91.2M | Buy |
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|
2025
Q1 | $57.3M | Sell |
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|
2024
Q4 | $52.2M | Sell |
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|
2024
Q3 | $80M | Buy |
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|
2024
Q2 | $47.7M | Sell |
|
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|
2024
Q1 | $74.2M | Buy |
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|
2023
Q4 | $74.1M | Buy |
|
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|
2023
Q3 | $9.57M | Sell |
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|
2023
Q2 | $9.82M | Hold |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $6.42M | Sell |
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|
2022
Q3 | $9.12M | Sell |
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|
2022
Q2 | $8.67M | Buy |
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|
2022
Q1 | $14.4M | Sell |
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|
2021
Q4 | $14.2M | Buy |
|