Carson Wealth (CWM LLC)’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
1,382
+268
| +24% | +$33.9K | ﹤0.01% | 2290 |
|
|
2025
Q1 | $120K | Buy |
1,114
+160
| +17% | +$17.2K | ﹤0.01% | 2270 |
|
|
2024
Q4 | $125K | Buy |
954
+72
| +8% | +$9.43K | ﹤0.01% | 2133 |
|
|
2024
Q3 | $95K | Sell |
882
-18
| -2% | -$1.94K | ﹤0.01% | 2228 |
|
|
2024
Q2 | $96K | Sell |
900
-17
| -2% | -$1.81K | ﹤0.01% | 1996 |
|
|
2024
Q1 | $112K | Buy |
917
+121
| +15% | +$14.8K | ﹤0.01% | 1812 |
|
|
2023
Q4 | $70K | Buy |
796
+160
| +25% | +$14.1K | ﹤0.01% | 1977 |
|
|
2023
Q3 | $47K | Buy |
636
+61
| +11% | +$4.51K | ﹤0.01% | 2108 |
|
|
2023
Q2 | $34K | Sell |
575
-196
| -25% | -$11.6K | ﹤0.01% | 2279 |
|
|
2023
Q1 | $25K | Buy |
771
+258
| +50% | +$8.37K | ﹤0.01% | 2358 |
|
|
2022
Q4 | $17K | Sell |
513
-266
| -34% | -$8.82K | ﹤0.01% | 2488 |
|
|
2022
Q3 | $21K | Sell |
779
-160
| -17% | -$4.31K | ﹤0.01% | 2198 |
|
|
2022
Q2 | $27K | Buy |
939
+291
| +45% | +$8.37K | ﹤0.01% | 1952 |
|
|
2022
Q1 | $28K | Sell |
648
-2,216
| -77% | -$95.8K | ﹤0.01% | 1881 |
|
|
2021
Q4 | $132K | Buy |
+2,864
| New | +$132K | ﹤0.01% | 1195 |
|
|
2021
Q2 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2021
Q1 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q4 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q3 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q2 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q1 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q4 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q3 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q2 | $70K | Hold |
1,443
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q1 | $70K | Buy |
1,443
+1,082
| +300% | +$52.5K | ﹤0.01% | 1267 |
|
|
2018
Q4 | $7K | Hold |
361
| – | – | ﹤0.01% | 1456 |
|
|
2018
Q3 | $14K | Hold |
361
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q2 | $13K | Hold |
361
| – | – | ﹤0.01% | 935 |
|
|
2018
Q1 | $13K | Hold |
361
| – | – | ﹤0.01% | 801 |
|
|
2017
Q4 | $11K | Hold |
361
| – | – | ﹤0.01% | 868 |
|
|
2017
Q3 | $8K | Buy |
+361
| New | +$8K | ﹤0.01% | 959 |
|