Xp Inc cl a shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Xp Inc cl a (XP) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Xp Inc cl a
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Quarterly reported holdings in Xp Inc cl a by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 19k | 18.79 |
| 2025-06-30 | $479k | 24k | 20.20 |
| 2025-03-31 | $334k | 24k | 13.75 |
| 2024-12-31 | $282k | 24k | 11.85 |
| 2024-09-30 | $290k | 16k | 17.94 |
| 2024-06-30 | $238k | 14k | 17.59 |
| 2024-03-31 | $355k | 14k | 25.66 |
| 2023-12-31 | $298k | 11k | 26.07 |