Forum Financial Management’s XPO XPO Stock Holding History

Forum Financial Management’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Buy
2025 Q2	$271K	Buy
2025 Q1	$231K	Buy
2024 Q4	$281K	Hold
2024 Q3	$230K	Buy
2024 Q2	$227K	Buy
2024 Q1	$261K	Buy