Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$374K Sell
19,663
-540
-3% -$10.4K 0.19% 90
2025
Q4
$331K Buy
20,203
+4,150
+26% +$73.1K 0.15% 97
2025
Q3
$302K Hold
16,053
0.14% 99
2025
Q2
$324K Sell
16,053
-160
-1% -$2.77K 0.16% 98
2025
Q1
$223K Sell
16,213
-300
-2% -$4.13K 0.12% 106
2024
Q4
$196K Sell
16,513
-4,443
-21% -$69.9K 0.1% 110
2024
Q3
$376K Sell
20,956
-2,700
-11% -$49.2K 0.2% 94
2024
Q2
$404K Sell
23,656
-625
-3% -$12.9K 0.22% 92
2024
Q1
$623K Sell
24,281
-780
-3% -$19.6K 0.35% 75
2023
Q4
$653K Sell
25,061
-60
-0.2% -$1.37K 0.41% 64
2023
Q3
$579K Hold
25,121
0.4% 65
2023
Q2
$589K Sell
25,121
-915
-4% -$15.5K 0.38% 66
2023
Q1
$309K Sell
26,036
-8,452
-25% -$120K 0.22% 82
2022
Q4
$529K Sell
34,488
-16,420
-32% -$287K 0.42% 60
2022
Q3
$919K Sell
50,908
-240
-0.5% -$4.76K 0.78% 47
2022
Q2
$919K Hold
51,148
0.74% 45
2022
Q1
$1.31M Buy
51,148
+2,040
+4% +$63.6K 0.9% 38
2021
Q4
$1.41M Sell
49,108
-990
-2% -$32.2K 0.81% 41
2021
Q3
$2.01M Buy
50,098
+250
+0.5% +$11.2K 1.27% 31
2021
Q2
$2.17M Buy
49,848
+605
+1% +$25K 1.37% 28
2021
Q1
$1.85M Buy
49,243
+1,500
+3% +$64K 1.28% 35
2020
Q4
$1.89M Buy
47,743
+2,000
+4% +$81.7K 1.42% 29
2020
Q3
$1.91M Buy
45,743
+1,323
+3% +$60.4K 1.68% 21
2020
Q2
$1.87M Sell
44,420
-525
-1% -$16.1K 1.83% 20
2020
Q1
$867K Buy
+44,945
New +$1.52M 0.98% 39

Other funds holding XP