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 |
|