Morgan Stanley’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Buy |
8,920,302
+4,502,406
| +102% | +$90.9M | 0.01% | 936 |
|
|
2025
Q1 | $60.7M | Sell |
4,417,896
-1,581,192
| -26% | -$21.7M | ﹤0.01% | 1642 |
|
|
2024
Q4 | $71.1M | Buy |
5,999,088
+1,667,234
| +38% | +$19.8M | 0.01% | 1512 |
|
|
2024
Q3 | $77.7M | Buy |
4,331,854
+1,310,426
| +43% | +$23.5M | 0.01% | 1436 |
|
|
2024
Q2 | $53.1M | Sell |
3,021,428
-1,215,361
| -29% | -$21.4M | ﹤0.01% | 1712 |
|
|
2024
Q1 | $109M | Sell |
4,236,789
-672,345
| -14% | -$17.3M | 0.01% | 1131 |
|
|
2023
Q4 | $128M | Buy |
4,909,134
+3,027,906
| +161% | +$78.9M | 0.01% | 1483 |
|
|
2023
Q3 | $43.4M | Sell |
1,881,228
-564,250
| -23% | -$13M | ﹤0.01% | 1717 |
|
|
2023
Q2 | $57.4M | Sell |
2,445,478
-496,836
| -17% | -$11.7M | 0.01% | 1468 |
|
|
2023
Q1 | $34.9M | Sell |
2,942,314
-484,682
| -14% | -$5.75M | ﹤0.01% | 1876 |
|
|
2022
Q4 | $52.6M | Buy |
3,426,996
+945,055
| +38% | +$14.5M | 0.01% | 1457 |
|
|
2022
Q3 | $47.2M | Sell |
2,481,941
-421,279
| -15% | -$8.01M | 0.01% | 1354 |
|
|
2022
Q2 | $52.1M | Buy |
2,903,220
+1,910,466
| +192% | +$34.3M | 0.01% | 1336 |
|
|
2022
Q1 | $29.9M | Sell |
992,754
-518,002
| -34% | -$15.6M | ﹤0.01% | 1709 |
|
|
2021
Q4 | $43.4M | Buy |
1,510,756
+810,436
| +116% | +$23.3M | 0.01% | 1448 |
|
|
2021
Q3 | $28.1M | Buy |
700,320
+218,808
| +45% | +$8.79M | ﹤0.01% | 1738 |
|
|
2021
Q2 | $21M | Buy |
481,512
+154,032
| +47% | +$6.71M | ﹤0.01% | 2099 |
|
|
2021
Q1 | $12.3M | Buy |
327,480
+88,018
| +37% | +$3.32M | ﹤0.01% | 2435 |
|
|
2020
Q4 | $9.5M | Buy |
239,462
+170,711
| +248% | +$6.77M | ﹤0.01% | 2565 |
|
|
2020
Q3 | $2.87M | Buy |
68,751
+62,147
| +941% | +$2.59M | ﹤0.01% | 3305 |
|
|
2020
Q2 | $277K | Sell |
6,604
-54,125
| -89% | -$2.27M | ﹤0.01% | 4914 |
|
|
2020
Q1 | $1.17M | Sell |
60,729
-900,759
| -94% | -$17.4M | ﹤0.01% | 3830 |
|
|
2019
Q4 | $37M | Buy |
+961,488
| New | +$37M | 0.01% | 1146 |
|