Rockefeller Capital Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,014
| Closed | -$570K | – | 2079 |
|
|
2023
Q1 | $570K | Buy |
32,014
+28,256
| +752% | +$503K | ﹤0.01% | 1302 |
|
|
2022
Q4 | $39K | Sell |
3,758
-2,003
| -35% | -$20.8K | ﹤0.01% | 2512 |
|
|
2022
Q3 | $58K | Sell |
5,761
-1,131
| -16% | -$11.4K | ﹤0.01% | 2275 |
|
|
2022
Q2 | $86K | Buy |
6,892
+819
| +13% | +$10.2K | ﹤0.01% | 2027 |
|
|
2022
Q1 | $173K | Buy |
6,073
+5,273
| +659% | +$150K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $28K | Buy |
+800
| New | +$28K | ﹤0.01% | 2487 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3917 |
|
|
2021
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3210 |
|