WKWM
Walter & Keenan Wealth Management’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
5,194
+44
| +0.9% | +$5.56K | 0.19% | 98 |
|
|
2025
Q1 | $554K | Buy |
5,150
+13
| +0.3% | +$1.4K | 0.17% | 102 |
|
|
2024
Q4 | $674K | Hold |
5,137
| – | – | 0.2% | 93 |
|
|
2024
Q3 | $552K | Hold |
5,137
| – | – | 0.17% | 102 |
|
|
2024
Q2 | $545K | Hold |
5,137
| – | – | 0.17% | 98 |
|
|
2024
Q1 | $627K | Hold |
5,137
| – | – | 0.21% | 94 |
|
|
2023
Q4 | $450K | Hold |
5,137
| – | – | 0.16% | 106 |
|
|
2023
Q3 | $384K | Hold |
5,137
| – | – | 0.15% | 109 |
|
|
2023
Q2 | $303K | Buy |
+5,137
| New | +$303K | 0.11% | 116 |
|
|
2022
Q4 | – | Sell |
-11,287
| Closed | -$502K | – | 150 |
|
|
2022
Q3 | $502K | Buy |
11,287
+16
| +0.1% | +$712 | 0.21% | 89 |
|
|
2022
Q2 | $543K | Hold |
11,271
| – | – | 0.21% | 88 |
|
|
2022
Q1 | $821K | Hold |
11,271
| – | – | 0.28% | 73 |
|
|
2021
Q4 | $873K | Hold |
11,271
| – | – | 0.28% | 74 |
|
|
2021
Q3 | $897K | Buy |
11,271
+21
| +0.2% | +$1.67K | 0.3% | 76 |
|
|
2021
Q2 | $1.57M | Hold |
11,250
| – | – | 0.54% | 54 |
|
|
2021
Q1 | $1.39M | Hold |
11,250
| – | – | 0.49% | 57 |
|
|
2020
Q4 | $1.34M | Hold |
11,250
| – | – | 0.49% | 60 |
|
|
2020
Q3 | $952K | Hold |
11,250
| – | – | 0.38% | 67 |
|
|
2020
Q2 | $869K | Buy |
+11,250
| New | +$869K | 0.35% | 68 |
|
|
2020
Q1 | – | Sell |
-11,250
| Closed | -$897K | – | 194 |
|
|
2019
Q4 | $897K | Hold |
11,250
| – | – | 0.35% | 68 |
|
|
2019
Q3 | $805K | Sell |
11,250
-625
| -5% | -$44.7K | 0.31% | 78 |
|
|
2019
Q2 | $686K | Hold |
11,875
| – | – | 0.3% | 72 |
|
|
2019
Q1 | $638K | Sell |
11,875
-4,000
| -25% | -$215K | 0.28% | 74 |
|
|
2018
Q4 | $906K | Hold |
15,875
| – | – | 0.41% | 60 |
|
|
2018
Q3 | $1.81K | Hold |
15,875
| – | – | 0.54% | 39 |
|
|
2018
Q2 | $1.59M | Hold |
15,875
| – | – | 0.68% | 48 |
|
|
2018
Q1 | $1.62M | Hold |
15,875
| – | – | 0.7% | 46 |
|
|
2017
Q4 | $1.45M | Hold |
15,875
| – | – | 0.61% | 54 |
|
|
2017
Q3 | $1.08M | Hold |
15,875
| – | – | 0.5% | 63 |
|
|
2017
Q2 | $1.03M | Hold |
15,875
| – | – | 0.52% | 58 |
|
|
2017
Q1 | $760K | Hold |
15,875
| – | – | 0.39% | 62 |
|
|
2016
Q4 | $685K | Hold |
15,875
| – | – | 0.36% | 65 |
|
|
2016
Q3 | $582K | Hold |
15,875
| – | – | 0.32% | 73 |
|
|
2016
Q2 | $417K | Hold |
15,875
| – | – | 0.23% | 90 |
|
|
2016
Q1 | $487K | Hold |
15,875
| – | – | 0.28% | 84 |
|
|
2015
Q4 | $433K | Hold |
15,875
| – | – | 0.25% | 86 |
|
|
2015
Q3 | $378K | Hold |
15,875
| – | – | 0.23% | 91 |
|
|
2015
Q2 | $717K | Hold |
15,875
| – | – | 0.42% | 65 |
|
|
2015
Q1 | $722K | Hold |
15,875
| – | – | 0.41% | 69 |
|
|
2014
Q4 | $649K | Hold |
15,875
| – | – | 0.37% | 71 |
|
|
2014
Q3 | $597K | Hold |
15,875
| – | – | 0.35% | 72 |
|
|
2014
Q2 | $454K | Hold |
15,875
| – | – | 0.24% | 94 |
|
|
2014
Q1 | $467K | Buy |
+15,875
| New | +$467K | 0.26% | 88 |
|