Perigon Wealth Management’s GXO Logistics GXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,232
Closed -$321K 1050
2024
Q4
$321K Sell
7,232
-2,646
-27% -$117K 0.01% 789
2024
Q3
$514K Sell
9,878
-1,096
-10% -$57.1K 0.01% 609
2024
Q2
$554K Buy
10,974
+1,050
+11% +$53K 0.02% 509
2024
Q1
$534K Buy
9,924
+301
+3% +$16.2K 0.02% 515
2023
Q4
$589K Buy
9,623
+282
+3% +$17.2K 0.02% 457
2023
Q3
$548K Sell
9,341
-7
-0.1% -$411 0.02% 427
2023
Q2
$587K Sell
9,348
-923
-9% -$58K 0.02% 420
2023
Q1
$518K Buy
10,271
+142
+1% +$7.17K 0.03% 389
2022
Q4
$432K Buy
+10,129
New +$432K 0.03% 417
2022
Q3
Sell
-8,099
Closed -$350K 584
2022
Q2
$350K Buy
8,099
+2,640
+48% +$114K 0.03% 392
2022
Q1
$389K Buy
5,459
+132
+2% +$9.41K 0.03% 411
2021
Q4
$484K Buy
5,327
+1,509
+40% +$137K 0.03% 349
2021
Q3
$299K Buy
+3,818
New +$299K 0.03% 420