Belpointe Asset Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,902
| Closed | -$333K | – | 1049 |
|
2024
Q4 | $333K | Buy |
2,902
+700
| +32% | +$80.2K | 0.02% | 621 |
|
2024
Q3 | $237K | Sell |
2,202
-631
| -22% | -$67.8K | 0.01% | 744 |
|
2024
Q2 | $301K | Buy |
2,833
+90
| +3% | +$9.55K | 0.02% | 582 |
|
2024
Q1 | $335K | Sell |
2,743
-532
| -16% | -$64.9K | 0.03% | 549 |
|
2023
Q4 | $287K | Buy |
3,275
+311
| +10% | +$27.2K | 0.03% | 537 |
|
2023
Q3 | $221K | Sell |
2,964
-1,251
| -30% | -$93.4K | 0.02% | 570 |
|
2023
Q2 | $249K | Sell |
4,215
-3,107
| -42% | -$183K | 0.03% | 514 |
|
2023
Q1 | $234K | Buy |
7,322
+895
| +14% | +$28.6K | 0.01% | 863 |
|
2022
Q4 | $214K | Sell |
6,427
-9,346
| -59% | -$311K | 0.01% | 868 |
|
2022
Q3 | $418K | Buy |
15,773
+1,893
| +14% | +$50.2K | 0.03% | 576 |
|
2022
Q2 | $397K | Buy |
13,880
+3,193
| +30% | +$91.3K | 0.03% | 581 |
|
2022
Q1 | $462K | Buy |
10,687
+178
| +2% | +$7.7K | 0.03% | 561 |
|
2021
Q4 | $484K | Sell |
10,509
-28,489
| -73% | -$1.31M | 0.03% | 532 |
|
2021
Q3 | $1.84M | Buy |
38,998
+22,297
| +134% | +$1.05M | 0.13% | 171 |
|
2021
Q2 | $808K | Buy |
16,701
+7,584
| +83% | +$367K | 0.06% | 347 |
|
2021
Q1 | $342K | Buy |
9,117
+1,449
| +19% | +$54.4K | 0.03% | 549 |
|
2020
Q4 | $316K | Sell |
7,668
-1,472
| -16% | -$60.7K | 0.03% | 536 |
|
2020
Q3 | $268K | Sell |
9,140
-850
| -9% | -$24.9K | 0.03% | 472 |
|
2020
Q2 | $267K | Buy |
9,990
+3,892
| +64% | +$104K | 0.03% | 441 |
|
2020
Q1 | $103K | Buy |
+6,098
| New | +$103K | 0.02% | 607 |
|