Geneos Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46K | Sell |
656
-1,066
| -62% | -$5.62K | ﹤0.01% | 2676 |
|
|
2025
Q1 | $8.32K | Buy |
1,722
+772
| +81% | +$3.73K | ﹤0.01% | 2624 |
|
|
2024
Q4 | $8.01K | Sell |
950
-1,752
| -65% | -$14.8K | ﹤0.01% | 2142 |
|
|
2024
Q3 | $28K | Buy |
2,702
+1,718
| +175% | +$17.8K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $11.4K | Buy |
984
+1
| +0.1% | +$12 | ﹤0.01% | 1514 |
|
|
2024
Q1 | $17.6K | Hold |
983
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q4 | $18K | Hold |
983
| – | – | ﹤0.01% | 1393 |
|
|
2023
Q3 | $15.4K | Hold |
983
| – | – | ﹤0.01% | 1454 |
|
|
2023
Q2 | $14.6K | Hold |
983
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q1 | $15.1K | Hold |
983
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q4 | $14.4K | Buy |
983
+335
| +52% | +$4.89K | ﹤0.01% | 1431 |
|
|
2022
Q3 | $8K | Sell |
648
-756
| -54% | -$9.33K | ﹤0.01% | 1598 |
|
|
2022
Q2 | $19K | Sell |
1,404
-8
| -0.6% | -$108 | ﹤0.01% | 1716 |
|
|
2022
Q1 | $28K | Hold |
1,412
| – | – | ﹤0.01% | 1649 |
|
|
2021
Q4 | $31K | Hold |
1,412
| – | – | ﹤0.01% | 1691 |
|
|
2021
Q3 | $29K | Hold |
1,412
| – | – | ﹤0.01% | 1745 |
|
|
2021
Q2 | $33K | Sell |
1,412
-601
| -30% | -$14K | ﹤0.01% | 1675 |
|
|
2021
Q1 | $48K | Buy |
2,013
+598
| +42% | +$14.3K | ﹤0.01% | 1661 |
|
|
2020
Q4 | $34K | Buy |
1,415
+536
| +61% | +$12.9K | ﹤0.01% | 1653 |
|
|
2020
Q3 | $15K | Sell |
879
-4
| -0.5% | -$68 | ﹤0.01% | 1804 |
|
|
2020
Q2 | $13K | Sell |
883
-130
| -13% | -$1.91K | ﹤0.01% | 1819 |
|
|
2020
Q1 | $17K | Sell |
1,013
-1,424
| -58% | -$23.9K | ﹤0.01% | 1590 |
|
|
2019
Q4 | $90K | Sell |
2,437
-252
| -9% | -$9.31K | ﹤0.01% | 987 |
|
|
2019
Q3 | $81K | Buy |
+2,689
| New | +$81K | ﹤0.01% | 973 |
|