Cassaday & Co Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Sell |
2,002
-76
| -4% | -$9.6K | 0.01% | 297 |
|
2025
Q1 | $224K | Buy |
2,078
+78
| +4% | +$8.39K | 0.01% | 294 |
|
2024
Q4 | $262K | Hold |
2,000
| – | – | 0.01% | 272 |
|
2024
Q3 | $215K | Hold |
2,000
| – | – | 0.01% | 292 |
|
2024
Q2 | $212K | Hold |
2,000
| – | – | 0.01% | 267 |
|
2024
Q1 | $244K | Buy |
+2,000
| New | +$244K | 0.01% | 257 |
|