Neuberger Berman Group’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
44,202
+2,531
| +6% | +$51.1K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $573K | Buy |
41,671
+19,524
| +88% | +$268K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $262K | Buy |
+22,147
| New | +$262K | ﹤0.01% | 1707 |
|
|
2024
Q3 | – | Sell |
-43,065
| Closed | -$758K | – | 1996 |
|
|
2024
Q2 | $758K | Sell |
43,065
-9,518
| -18% | -$167K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $1.35M | Buy |
52,583
+7,899
| +18% | +$203K | ﹤0.01% | 1207 |
|
|
2023
Q4 | $1.16M | Buy |
44,684
+4,810
| +12% | +$125K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $919K | Buy |
39,874
+627
| +2% | +$14.5K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $921K | Buy |
39,247
+1,190
| +3% | +$27.9K | ﹤0.01% | 1268 |
|
|
2023
Q1 | $452K | Sell |
38,057
-1,399
| -4% | -$16.6K | ﹤0.01% | 1493 |
|
|
2022
Q4 | $605K | Sell |
39,456
-3,716
| -9% | -$57K | ﹤0.01% | 1386 |
|
|
2022
Q3 | $820K | Sell |
43,172
-3,500
| -7% | -$66.5K | ﹤0.01% | 1310 |
|
|
2022
Q2 | $838K | Sell |
46,672
-54,022
| -54% | -$970K | ﹤0.01% | 1331 |
|
|
2022
Q1 | $3.05M | Buy |
100,694
+48,662
| +94% | +$1.47M | ﹤0.01% | 1079 |
|
|
2021
Q4 | $1.46M | Sell |
52,032
-306
| -0.6% | -$8.61K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $2.06M | Buy |
52,338
+3,684
| +8% | +$145K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $2.08M | Buy |
48,654
+4,165
| +9% | +$178K | ﹤0.01% | 1170 |
|
|
2021
Q1 | $1.65M | Buy |
44,489
+8,716
| +24% | +$323K | ﹤0.01% | 1196 |
|
|
2020
Q4 | $1.42M | Buy |
35,773
+8,323
| +30% | +$329K | ﹤0.01% | 1170 |
|
|
2020
Q3 | $1.13M | Buy |
27,450
+11,115
| +68% | +$458K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $680K | Buy |
+16,335
| New | +$680K | ﹤0.01% | 1218 |
|