Pinnacle Associates’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Sell |
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|
2025
Q2 | $778K | Hold |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $737K | Sell |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $623K | Sell |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $578K | Sell |
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|
2020
Q3 | $418K | Sell |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $394K | Sell |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $364K | Sell |
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|
2018
Q4 | $492K | Sell |
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|
2018
Q3 | $5.21M | Buy |
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|
2018
Q2 | $4.47M | Buy |
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|
2018
Q1 | $4.53M | Buy |
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|
2017
Q4 | $3.56M | Sell |
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|
2017
Q3 | $2.77M | Buy |
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|
2017
Q2 | $719K | Buy |
|