Walter & Keenan Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $674K | Hold |
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $545K | Hold |
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|
2024
Q1 | $627K | Hold |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $303K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $821K | Hold |
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|
2021
Q4 | $873K | Hold |
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|
2021
Q3 | $897K | Sell |
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|
2021
Q2 | $1.57M | Hold |
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|
2021
Q1 | $1.39M | Hold |
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|
2020
Q4 | $1.34M | Hold |
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|
2020
Q3 | $952K | Hold |
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|
2020
Q2 | $869K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $897K | Hold |
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|
2019
Q3 | $805K | Sell |
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|
2019
Q2 | $686K | Hold |
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|
2019
Q1 | $638K | Sell |
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|
2018
Q4 | $906K | Hold |
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|
2018
Q3 | $1.81K | Hold |
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|
2018
Q2 | $1.59M | Hold |
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|
2018
Q1 | $1.62M | Hold |
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|
2017
Q4 | $1.45M | Hold |
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|
2017
Q3 | $1.08M | Hold |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $760K | Hold |
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|
2016
Q4 | $685K | Hold |
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|
2016
Q3 | $582K | Hold |
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|
2016
Q2 | $417K | Hold |
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|
2016
Q1 | $487K | Hold |
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|
2015
Q4 | $433K | Hold |
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|
2015
Q3 | $378K | Hold |
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|
2015
Q2 | $717K | Hold |
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|
2015
Q1 | $722K | Hold |
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|
2014
Q4 | $649K | Hold |
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|
2014
Q3 | $597K | Hold |
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|
2014
Q2 | $454K | Hold |
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|
2014
Q1 | $467K | Buy |
|