Carson Wealth (CWM LLC)’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19K | Buy |
14,704
+6,297
| +75% | +$12.4K | ﹤0.01% | 4448 |
|
|
2025
Q4 | $20K | Buy |
8,407
+1,976
| +31% | +$5.85K | ﹤0.01% | 4183 |
|
|
2025
Q3 | $24K | Sell |
6,431
-19,601
| -75% | -$86.6K | ﹤0.01% | 4020 |
|
|
2025
Q2 | $137K | Buy |
26,032
+22,044
| +553% | +$108K | ﹤0.01% | 2462 |
|
|
2025
Q1 | $19K | Buy |
3,988
+2,852
| +251% | +$21.4K | ﹤0.01% | 3730 |
|
|
2024
Q4 | $10K | Sell |
1,136
-9,761
| -90% | -$90K | ﹤0.01% | 3899 |
|
|
2024
Q3 | $113K | Buy |
10,897
+8,633
| +381% | +$92.3K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $26K | Buy |
2,264
+1,378
| +156% | +$20K | ﹤0.01% | 2955 |
|
|
2024
Q1 | $16K | Buy |
886
+80
| +10% | +$1.41K | ﹤0.01% | 3063 |
|
|
2023
Q4 | $15K | Sell |
806
-349
| -30% | -$5.16K | ﹤0.01% | 2958 |
|
|
2023
Q3 | $18K | Sell |
1,155
-545
| -32% | -$8.61K | ﹤0.01% | 2769 |
|
|
2023
Q2 | $25K | Buy |
1,700
+588
| +53% | +$8.61K | ﹤0.01% | 2497 |
|
|
2023
Q1 | $17K | Sell |
1,112
-258
| -19% | -$4.17K | ﹤0.01% | 2634 |
|
|
2022
Q4 | $20K | Sell |
1,370
-328
| -19% | -$4.95K | ﹤0.01% | 2391 |
|
|
2022
Q3 | $22K | Buy |
1,698
+845
| +99% | +$13.7K | ﹤0.01% | 2178 |
|
|
2022
Q2 | $13K | Sell |
853
-3
| -0.4% | -$53 | ﹤0.01% | 2441 |
|
|
2022
Q1 | $17K | Sell |
856
-218
| -20% | -$4.58K | ﹤0.01% | 2198 |
|
|
2021
Q4 | $24K | Buy |
+1,074
| New | +$21.8K | ﹤0.01% | 1905 |
|
|
2021
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 1879 |
|
|
2021
Q1 | $17K | Hold |
735
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q4 | $17K | Hold |
735
| – | – | ﹤0.01% | 1878 |
|
|
2020
Q3 | $17K | Hold |
735
| – | – | ﹤0.01% | 1878 |
|
|
2020
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 1878 |
|
|
2020
Q1 | $17K | Hold |
735
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q4 | $17K | Hold |
735
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q3 | $17K | Hold |
735
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q1 | $17K | Buy |
735
+138
| +23% | +$3.89K | ﹤0.01% | 1877 |
|
|
2018
Q4 | $12K | Buy |
597
+414
| +226% | +$10.6K | ﹤0.01% | 1286 |
|
|
2018
Q3 | $5K | Buy |
183
+167
| +1,044% | +$4.42K | ﹤0.01% | 1363 |
|
|
2018
Q2 | $0 | Sell |
16
-36
| -69% | -$1.02K | ﹤0.01% | 1793 |
|
|
2018
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1346 |
|
|
2017
Q4 | $2K | Sell |
52
-19
| -27% | -$577 | ﹤0.01% | 1301 |
|
|
2017
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q2 | $2K | Sell |
71
-38
| -35% | -$1.07K | ﹤0.01% | 1038 |
|
|
2017
Q1 | $3K | Sell |
109
-1,032
| -90% | -$29.8K | ﹤0.01% | 956 |
|
|
2016
Q4 | $26K | Sell |
1,141
-514,729
| -100% | -$12.8M | ﹤0.01% | 540 |
|
|
2016
Q3 | $13.8M | Buy |
515,870
+89,028
| +21% | +$2.3M | 0.95% | 34 |
|
|
2016
Q2 | $10.7M | Buy |
426,842
+84,869
| +25% | +$2.23M | 0.78% | 45 |
|
|
2016
Q1 | $10.1M | Buy |
341,973
+32,771
| +11% | +$845K | 0.88% | 40 |
|
|
2015
Q4 | $8.66M | Buy |
309,202
+29,878
| +11% | +$803K | 0.85% | 45 |
|
|
2015
Q3 | $7.16M | Buy |
279,324
+44,163
| +19% | +$1.22M | 0.73% | 56 |
|
|
2015
Q2 | $6.59M | Buy |
+235,161
| New | +$7.27M | 0.64% | 66 |
|
|
2014
Q1 | – | Sell |
-401
| Closed | -$13K | – | 505 |
|
|
2013
Q4 | $13K | Hold |
401
| – | – | ﹤0.01% | 420 |
|
|
2013
Q3 | $11K | Buy |
+401
| New | +$10.5K | ﹤0.01% | 316 |
|
Other funds holding XRX
VPM
VCM
