Creative Planning’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Sell |
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|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $192K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $167K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $209K | Sell |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $186K | Sell |
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|
2016
Q3 | $220K | Buy |
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|
2016
Q2 | $188K | Sell |
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|
2016
Q1 | $262K | Sell |
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|
2015
Q4 | $259K | Buy |
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|
2015
Q3 | $215K | Buy |
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|
2015
Q2 | $170K | Buy |
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|
2015
Q1 | $189K | Sell |
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|
2014
Q4 | $315K | Buy |
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|
2014
Q3 | $194K | Buy |
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|
2014
Q2 | $160K | Sell |
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|
2014
Q1 | $253K | Buy |
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|
2013
Q4 | $116K | Sell |
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|
2013
Q3 | $100K | Sell |
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|
2013
Q2 | $89K | Buy |
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