AssetMark Inc’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
99
+75
| +313% | +$9.47K | ﹤0.01% | 1911 |
|
|
2025
Q1 | $2.58K | Buy |
24
+13
| +118% | +$1.4K | ﹤0.01% | 2132 |
|
|
2024
Q4 | $1.44K | Buy |
11
+8
| +267% | +$1.05K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $323 | Hold |
3
| – | – | ﹤0.01% | 2122 |
|
|
2024
Q2 | $318 | Sell |
3
-15
| -83% | -$1.59K | ﹤0.01% | 1971 |
|
|
2024
Q1 | $2.2K | Buy |
+18
| New | +$2.2K | ﹤0.01% | 1575 |
|
|
2020
Q1 | – | Sell |
-301
| Closed | -$8K | – | 1558 |
|
|
2019
Q4 | $8K | Sell |
301
-144
| -32% | -$3.83K | ﹤0.01% | 1056 |
|
|
2019
Q3 | $11K | Buy |
445
+144
| +48% | +$3.56K | ﹤0.01% | 965 |
|
|
2019
Q2 | $6K | Buy |
301
+101
| +51% | +$2.01K | ﹤0.01% | 1037 |
|
|
2019
Q1 | $4K | Buy |
200
+110
| +122% | +$2.2K | ﹤0.01% | 1095 |
|
|
2018
Q4 | $2K | Sell |
90
-202
| -69% | -$4.49K | ﹤0.01% | 1244 |
|
|
2018
Q3 | $12K | Hold |
292
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q2 | $10K | Buy |
+292
| New | +$10K | ﹤0.01% | 1049 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | – | – | 2042 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2158 |
|