Coastwise Capital Group’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Sell |
18,822
-1,238
| -6% | -$6.52K | 0.08% | 124 |
|
|
2025
Q1 | $96.9K | Sell |
20,060
-790
| -4% | -$3.82K | 0.08% | 122 |
|
|
2024
Q4 | $176K | Sell |
20,850
-3,225
| -13% | -$27.2K | 0.14% | 120 |
|
|
2024
Q3 | $250K | Buy |
24,075
+2,924
| +14% | +$30.4K | 0.21% | 108 |
|
|
2024
Q2 | $246K | Buy |
21,151
+4,912
| +30% | +$57.1K | 0.23% | 97 |
|
|
2024
Q1 | $291K | Buy |
+16,239
| New | +$291K | 0.27% | 88 |
|
|
2023
Q4 | – | Sell |
-10,737
| Closed | -$168K | – | 117 |
|
|
2023
Q3 | $168K | Sell |
10,737
-802
| -7% | -$12.6K | 0.19% | 108 |
|
|
2023
Q2 | $172K | Buy |
11,539
+1,062
| +10% | +$15.8K | 0.19% | 108 |
|
|
2023
Q1 | $161K | Buy |
10,477
+57
| +0.5% | +$878 | 0.18% | 110 |
|
|
2022
Q4 | $152K | Buy |
+10,420
| New | +$152K | 0.18% | 102 |
|
|
2022
Q3 | – | Sell |
-11,237
| Closed | -$167K | – | 106 |
|
|
2022
Q2 | $167K | Buy |
11,237
+37
| +0.3% | +$550 | 0.2% | 103 |
|
|
2022
Q1 | $226K | Buy |
+11,200
| New | +$226K | 0.28% | 90 |
|