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TritonPoint Wealth’s XPO XPO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.4M Sell
98,187
-25,614
-21% -$3.23M 1.15% 19
2025
Q1
$13.3M Sell
123,801
-1,655
-1% -$178K 1.27% 16
2024
Q4
$16.5M Sell
125,456
-3,848
-3% -$505K 1.49% 12
2024
Q3
$14.4M Sell
129,304
-2,349
-2% -$262K 1.32% 17
2024
Q2
$14M Sell
131,653
-4,632
-3% -$492K 1.35% 13
2024
Q1
$12M Sell
136,285
-9,669
-7% -$851K 1.25% 17
2023
Q4
$12.8M Buy
+145,954
New +$12.8M 1.25% 17