Oppenheimer 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
Q3 | $260K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $190K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $211K | Buy |
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