Lazard Asset Management’s XP XP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.94M | Sell |
145,634
-7,133
| -5% | -$144K | ﹤0.01% | 884 |
|
2025
Q1 | $2.1M | Buy |
152,767
+89,166
| +140% | +$1.23M | ﹤0.01% | 952 |
|
2024
Q4 | $753K | Buy |
63,601
+60,788
| +2,161% | +$720K | ﹤0.01% | 1247 |
|
2024
Q3 | $50K | Buy |
+2,813
| New | +$50K | ﹤0.01% | 1922 |
|
2024
Q1 | – | Sell |
-9
| Closed | – | – | 2419 |
|
2023
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2518 |
|
2023
Q3 | – | Sell |
-12
| Closed | – | – | 2508 |
|
2023
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2580 |
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 2576 |
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2483 |
|