Wealth Enhancement Advisory Services’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2K | Buy |
+19,236
| New | +$38K | ﹤0.01% | 3487 |
|
|
2025
Q4 | – | Sell |
-13,157
| Closed | -$47.8K | – | 3818 |
|
|
2025
Q3 | $47.8K | Sell |
13,157
-14,331
| -52% | -$63.3K | ﹤0.01% | 3438 |
|
|
2025
Q2 | $157K | Buy |
27,488
+14,258
| +108% | +$69.6K | ﹤0.01% | 3057 |
|
|
2025
Q1 | $63.9K | Sell |
13,230
-1,215
| -8% | -$9.12K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $122K | Sell |
14,445
-3,155
| -18% | -$29.1K | ﹤0.01% | 2784 |
|
|
2024
Q3 | $183K | Buy |
17,600
+3,444
| +24% | +$36.8K | ﹤0.01% | 2468 |
|
|
2024
Q2 | $164K | Buy |
14,156
+800
| +6% | +$11.6K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $239K | Buy |
13,356
+382
| +3% | +$6.71K | ﹤0.01% | 2076 |
|
|
2023
Q4 | $238K | Buy |
+12,974
| New | +$192K | ﹤0.01% | 1993 |
|
|
2022
Q4 | – | Sell |
-364,951
| Closed | -$5.21M | – | 379 |
|
|
2022
Q3 | $5.21M | Buy |
+364,951
| New | +$5.91M | 0.07% | 116 |
|
|
2021
Q2 | – | Sell |
-224,905
| Closed | -$5.63M | – | 311 |
|
|
2021
Q1 | $5.63M | Buy |
224,905
+6,172
| +3% | +$148K | 0.1% | 90 |
|
|
2020
Q4 | $4.92M | Buy |
+218,733
| New | +$4.63M | 0.11% | 77 |
|
|
2020
Q3 | – | Sell |
-157,375
| Closed | -$2.67M | – | 249 |
|
|
2020
Q2 | $2.67M | Buy |
+157,375
| New | +$2.72M | 0.08% | 96 |
|
|
2019
Q2 | – | Sell |
-37,506
| Closed | -$1.28M | – | 246 |
|
|
2019
Q1 | $1.28M | Buy |
+37,506
| New | +$1.06M | 0.07% | 111 |
|
|
2015
Q2 | – | Sell |
-18,150
| Closed | -$615K | – | 123 |
|
|
2015
Q1 | $615K | Buy |
+18,150
| New | +$640K | 0.24% | 98 |
|
Other funds holding XRX
VPM
VCM
