Carson Wealth (CWM LLC)’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
26,032
+22,044
| +553% | +$116K | ﹤0.01% | 2460 |
|
|
2025
Q1 | $19K | Buy |
3,988
+2,852
| +251% | +$13.6K | ﹤0.01% | 3726 |
|
|
2024
Q4 | $10K | Sell |
1,136
-9,761
| -90% | -$85.9K | ﹤0.01% | 3897 |
|
|
2024
Q3 | $113K | Buy |
10,897
+8,633
| +381% | +$89.5K | ﹤0.01% | 2131 |
|
|
2024
Q2 | $26K | Buy |
2,264
+1,378
| +156% | +$15.8K | ﹤0.01% | 2953 |
|
|
2024
Q1 | $16K | Buy |
886
+80
| +10% | +$1.45K | ﹤0.01% | 3061 |
|
|
2023
Q4 | $15K | Sell |
806
-349
| -30% | -$6.5K | ﹤0.01% | 2955 |
|
|
2023
Q3 | $18K | Sell |
1,155
-545
| -32% | -$8.49K | ﹤0.01% | 2768 |
|
|
2023
Q2 | $25K | Buy |
1,700
+588
| +53% | +$8.65K | ﹤0.01% | 2494 |
|
|
2023
Q1 | $17K | Sell |
1,112
-258
| -19% | -$3.94K | ﹤0.01% | 2632 |
|
|
2022
Q4 | $20K | Sell |
1,370
-328
| -19% | -$4.79K | ﹤0.01% | 2389 |
|
|
2022
Q3 | $22K | Buy |
1,698
+845
| +99% | +$10.9K | ﹤0.01% | 2175 |
|
|
2022
Q2 | $13K | Sell |
853
-3
| -0.4% | -$46 | ﹤0.01% | 2438 |
|
|
2022
Q1 | $17K | Sell |
856
-218
| -20% | -$4.33K | ﹤0.01% | 2195 |
|
|
2021
Q4 | $24K | Buy |
+1,074
| New | +$24K | ﹤0.01% | 1903 |
|
|
2021
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2021
Q1 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q4 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q3 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q1 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q4 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q3 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q1 | $17K | Buy |
735
+138
| +23% | +$3.19K | ﹤0.01% | 1875 |
|
|
2018
Q4 | $12K | Buy |
597
+414
| +226% | +$8.32K | ﹤0.01% | 1281 |
|
|
2018
Q3 | $5K | Buy |
183
+167
| +1,044% | +$4.56K | ﹤0.01% | 1360 |
|
|
2018
Q2 | $0 | Sell |
16
-36
| -69% | – | ﹤0.01% | 1788 |
|
|
2018
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1345 |
|
|
2017
Q4 | $2K | Sell |
52
-19
| -27% | -$731 | ﹤0.01% | 1300 |
|
|
2017
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 1317 |
|
|
2017
Q2 | $2K | Sell |
71
-38
| -35% | -$1.07K | ﹤0.01% | 1037 |
|
|
2017
Q1 | $3K | Sell |
109
-1,032
| -90% | -$28.4K | ﹤0.01% | 955 |
|
|
2016
Q4 | $26K | Sell |
1,141
-514,729
| -100% | -$11.7M | ﹤0.01% | 539 |
|
|
2016
Q3 | $13.8M | Buy |
515,870
+89,028
| +21% | +$2.38M | 0.95% | 34 |
|
|
2016
Q2 | $10.7M | Buy |
426,842
+84,869
| +25% | +$2.12M | 0.78% | 45 |
|
|
2016
Q1 | $10.1M | Buy |
341,973
+32,771
| +11% | +$964K | 0.88% | 40 |
|
|
2015
Q4 | $8.66M | Buy |
309,202
+29,878
| +11% | +$837K | 0.85% | 45 |
|
|
2015
Q3 | $7.16M | Buy |
279,324
+44,163
| +19% | +$1.13M | 0.72% | 55 |
|
|
2015
Q2 | $6.59M | Buy |
+235,161
| New | +$6.59M | 0.63% | 65 |
|
|
2014
Q1 | – | Sell |
-401
| Closed | -$13K | – | 456 |
|
|
2013
Q4 | $13K | Hold |
401
| – | – | ﹤0.01% | 384 |
|
|
2013
Q3 | $11K | Buy |
+401
| New | +$11K | ﹤0.01% | 316 |
|