SIC
Sigma Investment Counselors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
6,259
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $673K | Hold |
6,259
| – | – | 0.04% | 114 |
|
|
2024
Q4 | $821K | Hold |
6,259
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $673K | Sell |
6,259
-7,000
| -53% | -$753K | 0.04% | 114 |
|
|
2024
Q2 | $1.41M | Hold |
13,259
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $1.62M | Hold |
13,259
| – | – | 0.1% | 92 |
|
|
2023
Q4 | $1.16M | Hold |
13,259
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $990K | Hold |
13,259
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $782K | Hold |
13,259
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $423K | Hold |
13,259
| – | – | 0.03% | 136 |
|
|
2022
Q4 | $441K | Hold |
13,259
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $590K | Hold |
13,259
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $639K | Buy |
+13,259
| New | +$639K | 0.05% | 110 |
|
|
2019
Q4 | – | Sell |
-7,856
| Closed | -$562K | – | 164 |
|
|
2019
Q3 | $562K | Hold |
7,856
| – | – | 0.06% | 96 |
|
|
2019
Q2 | $454K | Hold |
7,856
| – | – | 0.05% | 103 |
|
|
2019
Q1 | $422K | Hold |
7,856
| – | – | 0.05% | 103 |
|
|
2018
Q4 | $448K | Hold |
7,856
| – | – | 0.06% | 99 |
|
|
2018
Q3 | $897K | Sell |
7,856
-2
| -0% | -$228 | 0.11% | 80 |
|
|
2018
Q2 | $787K | Hold |
7,858
| – | – | 0.1% | 81 |
|
|
2018
Q1 | $800K | Buy |
+7,858
| New | +$800K | 0.11% | 80 |
|