Corient Private Wealth’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
5,700
+3,819
| +203% | +$482K | ﹤0.01% | 1591 |
|
|
2025
Q1 | $202K | Sell |
1,881
-3,274
| -64% | -$352K | ﹤0.01% | 2067 |
|
|
2024
Q4 | $676K | Sell |
5,155
-3,003
| -37% | -$394K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $877K | Buy |
8,158
+4,884
| +149% | +$525K | ﹤0.01% | 1443 |
|
|
2024
Q2 | $348K | Buy |
3,274
+4
| +0.1% | +$425 | ﹤0.01% | 1814 |
|
|
2024
Q1 | $399K | Sell |
3,270
-4,225
| -56% | -$516K | ﹤0.01% | 1739 |
|
|
2023
Q4 | $656K | Buy |
7,495
+636
| +9% | +$55.7K | ﹤0.01% | 1466 |
|
|
2023
Q3 | $512K | Buy |
6,859
+276
| +4% | +$20.6K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $388K | Buy |
6,583
+217
| +3% | +$12.8K | ﹤0.01% | 1578 |
|
|
2023
Q1 | $203K | Buy |
+6,366
| New | +$203K | ﹤0.01% | 1788 |
|