Perennial Investment Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
2,610
+536
| +26% | +$67.7K | 0.03% | 323 |
|
|
2025
Q1 | $223K | Sell |
2,074
-25
| -1% | -$2.69K | 0.03% | 380 |
|
|
2024
Q4 | $275K | Buy |
2,099
+160
| +8% | +$21K | 0.03% | 313 |
|
|
2024
Q3 | $208K | Sell |
1,939
-44
| -2% | -$4.73K | 0.03% | 356 |
|
|
2024
Q2 | $210K | Buy |
1,983
+103
| +5% | +$10.9K | 0.03% | 332 |
|
|
2024
Q1 | $229K | Buy |
+1,880
| New | +$229K | 0.03% | 296 |
|
|
2021
Q3 | – | Sell |
-4,620
| Closed | -$224K | – | 231 |
|
|
2021
Q2 | $224K | Buy |
+4,620
| New | +$224K | 0.08% | 189 |
|