Carson Wealth (CWM LLC)’s GXO Logistics GXO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
2,167
+619
+40% +$30.3K ﹤0.01% 2657
2025
Q1
$60K Sell
1,548
-264
-15% -$10.2K ﹤0.01% 2817
2024
Q4
$79K Sell
1,812
-149
-8% -$6.5K ﹤0.01% 2447
2024
Q3
$102K Buy
1,961
+238
+14% +$12.4K ﹤0.01% 2184
2024
Q2
$87K Buy
1,723
+160
+10% +$8.08K ﹤0.01% 2056
2024
Q1
$84K Sell
1,563
-215
-12% -$11.6K ﹤0.01% 1981
2023
Q4
$109K Buy
1,778
+390
+28% +$23.9K ﹤0.01% 1701
2023
Q3
$81K Buy
1,388
+76
+6% +$4.44K ﹤0.01% 1755
2023
Q2
$82K Buy
1,312
+19
+1% +$1.19K ﹤0.01% 1670
2023
Q1
$65K Sell
1,293
-19
-1% -$955 ﹤0.01% 1726
2022
Q4
$56K Buy
1,312
+357
+37% +$15.2K ﹤0.01% 1672
2022
Q3
$33K Buy
955
+449
+89% +$15.5K ﹤0.01% 1883
2022
Q2
$22K Buy
+506
New +$22K ﹤0.01% 2049
2022
Q1
Sell
-1,264
Closed -$115K 3633
2021
Q4
$115K Buy
+1,264
New +$115K ﹤0.01% 1242