AE Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $500K | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $213K | Buy |
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