Carson Wealth (CWM LLC)’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328K | Buy |
1,688
+241
| +17% | +$43.2K | ﹤0.01% | 2315 |
|
|
2025
Q4 | $197K | Buy |
1,447
+99
| +7% | +$13.5K | ﹤0.01% | 2586 |
|
|
2025
Q3 | $174K | Sell |
1,348
-34
| -2% | -$4.41K | ﹤0.01% | 2553 |
|
|
2025
Q2 | $175K | Buy |
1,382
+268
| +24% | +$30.1K | ﹤0.01% | 2292 |
|
|
2025
Q1 | $120K | Buy |
1,114
+160
| +17% | +$20.3K | ﹤0.01% | 2272 |
|
|
2024
Q4 | $125K | Buy |
954
+72
| +8% | +$9.73K | ﹤0.01% | 2135 |
|
|
2024
Q3 | $95K | Sell |
882
-18
| -2% | -$2.02K | ﹤0.01% | 2230 |
|
|
2024
Q2 | $96K | Sell |
900
-17
| -2% | -$1.91K | ﹤0.01% | 1998 |
|
|
2024
Q1 | $112K | Buy |
917
+121
| +15% | +$13K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $70K | Buy |
796
+160
| +25% | +$13K | ﹤0.01% | 1979 |
|
|
2023
Q3 | $47K | Buy |
636
+61
| +11% | +$4.21K | ﹤0.01% | 2109 |
|
|
2023
Q2 | $34K | Sell |
575
-196
| -25% | -$8.88K | ﹤0.01% | 2282 |
|
|
2023
Q1 | $25K | Buy |
771
+258
| +50% | +$9.29K | ﹤0.01% | 2360 |
|
|
2022
Q4 | $17K | Sell |
513
-266
| -34% | -$8.96K | ﹤0.01% | 2490 |
|
|
2022
Q3 | $21K | Sell |
779
-160
| -17% | -$4.98K | ﹤0.01% | 2201 |
|
|
2022
Q2 | $27K | Buy |
939
+291
| +45% | +$9.26K | ﹤0.01% | 1954 |
|
|
2022
Q1 | $28K | Sell |
648
-2,216
| -77% | -$92.6K | ﹤0.01% | 1883 |
|
|
2021
Q4 | $132K | Buy |
+2,864
| New | +$133K | ﹤0.01% | 1197 |
|
|
2021
Q2 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2021
Q1 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q4 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q3 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q2 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q1 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q4 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q3 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q2 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q1 | $70K | Buy |
1,443
+1,082
| +300% | +$20.8K | ﹤0.01% | 1268 |
|
|
2018
Q4 | $7K | Hold |
361
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q3 | $14K | Hold |
361
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q2 | $13K | Hold |
361
| – | – | ﹤0.01% | 939 |
|
|
2018
Q1 | $13K | Hold |
361
| – | – | ﹤0.01% | 802 |
|
|
2017
Q4 | $11K | Hold |
361
| – | – | ﹤0.01% | 869 |
|
|
2017
Q3 | $8K | Buy |
+361
| New | +$7.56K | ﹤0.01% | 960 |
|
Other funds holding XPO
MP
OAG
Carson Wealth (CWM LLC)'s XPO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its XPO (XPO) stake by 17% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,688 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.
Carson Wealth (CWM LLC) first reported a position in XPO in Q3 2017 and has held it in 34 quarters since. 672 funds tracked by Wall St. Rank hold XPO as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,688 shares of XPO worth $328K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 241 XPO shares in Q1 2026, an estimated $43.2K.
- XPO made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2315 holding.
- Carson Wealth (CWM LLC) first reported a position in XPO in Q3 2017 and has held it in 34 quarters since.
- 672 funds tracked by Wall St. Rank held XPO as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.