Wellington Management Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $82.4M | Buy |
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|
2024
Q4 | $44.2M | Sell |
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|
2024
Q3 | $77.7M | Sell |
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|
2024
Q2 | $77.3M | Sell |
|
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|
2024
Q1 | $121M | Buy |
|
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|
2023
Q4 | $33.1M | Sell |
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|
2023
Q3 | $29.7M | Sell |
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|
2023
Q2 | $35.9M | Sell |
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|
2023
Q1 | $21.8M | Sell |
|
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|
2022
Q4 | $28.5M | Sell |
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|
2022
Q3 | $80.1M | Buy |
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|
2022
Q2 | $68.5M | Sell |
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|
2022
Q1 | $206M | Sell |
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|
2021
Q4 | $221M | Sell |
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|
2021
Q3 | $380M | Buy |
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|
2021
Q2 | $409M | Sell |
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|
2021
Q1 | $354M | Buy |
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|
2020
Q4 | $342M | Buy |
|
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|
2020
Q3 | $107M | Sell |
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|
2020
Q2 | $109M | Sell |
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|
2020
Q1 | $79.3M | Buy |
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|
2019
Q4 | $129M | Buy |
|