WKWM
Walter & Keenan Wealth Management’s GXO Logistics GXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
5,564
+168
| +3% | +$8.18K | 0.08% | 135 |
|
|
2025
Q1 | $211K | Sell |
5,396
-11
| -0.2% | -$430 | 0.06% | 146 |
|
|
2024
Q4 | $235K | Buy |
5,407
+11
| +0.2% | +$478 | 0.07% | 141 |
|
|
2024
Q3 | $281K | Hold |
5,396
| – | – | 0.09% | 129 |
|
|
2024
Q2 | $272K | Hold |
5,396
| – | – | 0.09% | 129 |
|
|
2024
Q1 | $290K | Hold |
5,396
| – | – | 0.1% | 119 |
|
|
2023
Q4 | $330K | Hold |
5,396
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $316K | Hold |
5,396
| – | – | 0.12% | 115 |
|
|
2023
Q2 | $339K | Hold |
5,396
| – | – | 0.12% | 112 |
|
|
2023
Q1 | $272K | Sell |
5,396
-250
| -4% | -$12.6K | 0.1% | 121 |
|
|
2022
Q4 | $241K | Sell |
5,646
-5,625
| -50% | -$240K | 0.09% | 129 |
|
|
2022
Q3 | $395K | Hold |
11,271
| – | – | 0.17% | 102 |
|
|
2022
Q2 | $488K | Hold |
11,271
| – | – | 0.19% | 91 |
|
|
2022
Q1 | $804K | Hold |
11,271
| – | – | 0.27% | 74 |
|
|
2021
Q4 | $1.02M | Hold |
11,271
| – | – | 0.33% | 70 |
|
|
2021
Q3 | $884K | Buy |
+11,271
| New | +$884K | 0.3% | 77 |
|