Middleton & Co’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
7,465
-750
| -9% | -$94.7K | 0.11% | 100 |
|
|
2025
Q1 | $884K | Sell |
8,215
-10
| -0.1% | -$1.08K | 0.1% | 98 |
|
|
2024
Q4 | $1.08M | Sell |
8,225
-205
| -2% | -$26.9K | 0.12% | 92 |
|
|
2024
Q3 | $906K | Sell |
8,430
-100
| -1% | -$10.8K | 0.1% | 98 |
|
|
2024
Q2 | $905K | Hold |
8,530
| – | – | 0.11% | 92 |
|
|
2024
Q1 | $1.04M | Sell |
8,530
-165
| -2% | -$20.1K | 0.12% | 95 |
|
|
2023
Q4 | $762K | Sell |
8,695
-290
| -3% | -$25.4K | 0.1% | 97 |
|
|
2023
Q3 | $671K | Sell |
8,985
-85
| -0.9% | -$6.35K | 0.09% | 94 |
|
|
2023
Q2 | $535K | Hold |
9,070
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $289K | Hold |
9,070
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $302K | Sell |
9,070
-6,700
| -42% | -$223K | 0.04% | 132 |
|
|
2022
Q3 | $417K | Hold |
15,770
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $451K | Hold |
15,770
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $682K | Buy |
15,770
+93
| +0.6% | +$4.02K | 0.07% | 110 |
|
|
2021
Q4 | $721K | Buy |
15,677
+1,977
| +14% | +$90.9K | 0.07% | 109 |
|
|
2021
Q3 | $648K | Sell |
13,700
-5,831
| -30% | -$276K | 0.07% | 111 |
|
|
2021
Q2 | $945K | Sell |
19,531
-853
| -4% | -$41.3K | 0.1% | 101 |
|
|
2021
Q1 | $869K | Sell |
20,384
-289
| -1% | -$12.3K | 0.1% | 98 |
|
|
2020
Q4 | $852K | Sell |
20,673
-1,620
| -7% | -$66.8K | 0.1% | 100 |
|
|
2020
Q3 | $653K | Sell |
22,293
-607
| -3% | -$17.8K | 0.09% | 98 |
|
|
2020
Q2 | $612K | Sell |
22,900
-18,201
| -44% | -$486K | 0.09% | 100 |
|
|
2020
Q1 | $693K | Sell |
41,101
-11,407
| -22% | -$192K | 0.12% | 97 |
|
|
2019
Q4 | $1.45M | Sell |
52,508
-1,807
| -3% | -$49.8K | 0.21% | 85 |
|
|
2019
Q3 | $1.34M | Sell |
54,315
-4,626
| -8% | -$114K | 0.21% | 87 |
|
|
2019
Q2 | $1.18M | Sell |
58,941
-37,559
| -39% | -$751K | 0.18% | 88 |
|
|
2019
Q1 | $1.79M | Buy |
96,500
+68,858
| +249% | +$1.28M | 0.29% | 76 |
|
|
2018
Q4 | $545K | Buy |
27,642
+2,386
| +9% | +$47K | 0.1% | 106 |
|
|
2018
Q3 | $997K | Buy |
25,256
+867
| +4% | +$34.2K | 0.16% | 101 |
|
|
2018
Q2 | $845K | Sell |
24,389
-289
| -1% | -$10K | 0.14% | 105 |
|
|
2018
Q1 | $869K | Sell |
24,678
-2,877
| -10% | -$101K | 0.16% | 104 |
|
|
2017
Q4 | $873K | Sell |
27,555
-2,241
| -8% | -$71K | 0.15% | 109 |
|
|
2017
Q3 | $698K | Buy |
29,796
+3,354
| +13% | +$78.6K | 0.13% | 120 |
|
|
2017
Q2 | $591K | Sell |
26,442
-289
| -1% | -$6.46K | 0.13% | 105 |
|
|
2017
Q1 | $443K | Sell |
26,731
-39,048
| -59% | -$647K | 0.1% | 118 |
|
|
2016
Q4 | $982K | Sell |
65,779
-680
| -1% | -$10.2K | 0.22% | 87 |
|
|
2016
Q3 | $843K | Hold |
66,459
| – | – | 0.19% | 91 |
|
|
2016
Q2 | $604K | Hold |
66,459
| – | – | 0.14% | 111 |
|
|
2016
Q1 | $706K | Buy |
66,459
+723
| +1% | +$7.68K | 0.16% | 97 |
|
|
2015
Q4 | $620K | Buy |
65,736
+4,482
| +7% | +$42.3K | 0.14% | 106 |
|
|
2015
Q3 | $505K | Buy |
61,254
+115
| +0.2% | +$948 | 0.12% | 114 |
|
|
2015
Q2 | $955K | Hold |
61,139
| – | – | 0.21% | 87 |
|
|
2015
Q1 | $961K | Buy |
+61,139
| New | +$961K | 0.21% | 89 |
|