Northwestern Mutual Wealth Management’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-86
Closed -$1.41K 4500
2025
Q4
$1.41K Buy
+86
New +$1.51K ﹤0.01% 3568
2024
Q3
Sell
-67
Closed -$1.18K 3870
2024
Q2
$1.18K Buy
+67
New +$1.38K ﹤0.01% 3199
2023
Q3
Sell
-70
Closed -$1.64K 3560
2023
Q2
$1.64K Sell
70
-60
-46% -$1.02K ﹤0.01% 3020
2023
Q1
$1.54K Buy
130
+119
+1,082% +$1.7K ﹤0.01% 2968
2022
Q4
$168 Buy
+11
New +$192 ﹤0.01% 3194
2022
Q3
Sell
-64
Closed -$1K 3434
2022
Q2
$1K Buy
+64
New +$1.47K ﹤0.01% 3101
2022
Q1
Sell
-30
Closed -$1K 3443
2021
Q4
$1K Buy
+30
New +$977 ﹤0.01% 3076

Other funds holding XP