Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$74.4M Sell
3,909,501
-884,234
-18% -$17.1M 8.33% 4
2025
Q4
$78.5M Sell
4,793,735
-2,073,653
-30% -$36.5M 16.23% 3
2025
Q3
$129M Sell
6,867,388
-837,045
-11% -$15M 30.31% 2
2025
Q2
$156M Sell
7,704,433
-1,547,709
-17% -$26.7M 39.17% 1
2025
Q1
$127M Buy
9,252,142
+1,634,246
+21% +$22.5M 46.72% 2
2024
Q4
$90.3M Sell
7,617,896
-4,464,940
-37% -$70.3M 42.61% 2
2024
Q3
$217M Sell
12,082,836
-220,529
-2% -$4.02M 57.41% 1
2024
Q2
$216M Buy
12,303,365
+1,806,690
+17% +$37.3M 53.16% 1
2024
Q1
$269M Buy
10,496,675
+1,477,800
+16% +$37.1M 51.8% 1
2023
Q4
$235M Buy
9,018,875
+2,087,205
+30% +$47.6M 48.6% 2
2023
Q3
$160M Sell
6,931,670
-395,763
-5% -$9.92M 52.4% 1
2023
Q2
$172M Sell
7,327,433
-6,657,835
-48% -$113M 41.49% 2
2023
Q1
$166M Buy
13,985,268
+1,417,378
+11% +$20.2M 46.78% 2
2022
Q4
$193M Sell
12,567,890
-685,907
-5% -$12M 66.25% 1
2022
Q3
$252M Buy
13,253,797
+1,691,496
+15% +$33.6M 54.37% 1
2022
Q2
$208M Buy
11,562,301
+4,846,087
+72% +$112M 53.47% 1
2022
Q1
$202M Buy
6,716,214
+743,800
+12% +$23.2M 52.19% 1
2021
Q4
$172M Buy
5,972,414
+2,006,731
+51% +$65.4M 92.76% 1
2021
Q3
$159M Sell
3,965,683
-251,302
-6% -$11.2M 65.62% 1
2021
Q2
$184M Buy
4,216,985
+1,974,977
+88% +$81.7M 43.87% 2
2021
Q1
$84.5M Sell
2,242,008
-246,601
-10% -$10.5M 34.2% 2
2020
Q4
$98.7M Sell
2,488,609
-207,642
-8% -$8.48M 34.68% 2
2020
Q3
$112M Buy
+2,696,251
New +$123M 45.13% 2

Other funds holding XP