WIM
Westside Investment Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-600
| Closed | -$2.9K | – | 1326 |
|
|
2025
Q1 | $2.9K | Hold |
600
| – | – | ﹤0.01% | 855 |
|
|
2024
Q4 | $5.06K | Sell |
600
-375
| -38% | -$3.16K | ﹤0.01% | 776 |
|
|
2024
Q3 | $10.1K | Hold |
975
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $11.3K | Buy |
975
+375
| +63% | +$4.36K | ﹤0.01% | 641 |
|
|
2024
Q1 | $10.7K | Hold |
600
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 578 |
|
|
2023
Q3 | $9.41K | Hold |
600
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $8.93K | Hold |
600
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $9.24K | Hold |
600
| – | – | ﹤0.01% | 609 |
|
|
2022
Q4 | $8 | Hold |
600
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $7 | Hold |
600
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $8 | Hold |
600
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $12 | Hold |
600
| – | – | ﹤0.01% | 599 |
|
|
2021
Q4 | $13 | Sell |
600
-2,025
| -77% | -$44 | ﹤0.01% | 564 |
|
|
2021
Q3 | $52 | Sell |
2,625
-4,500
| -63% | -$89 | ﹤0.01% | 390 |
|
|
2021
Q2 | $167 | Sell |
7,125
-7,198
| -50% | -$169 | ﹤0.01% | 305 |
|
|
2021
Q1 | $347 | Sell |
14,323
-11,025
| -43% | -$267 | ﹤0.01% | 273 |
|
|
2020
Q4 | $587 | Sell |
25,348
-1,575
| -6% | -$36 | ﹤0.01% | 214 |
|
|
2020
Q3 | $505 | Buy |
26,923
+2,940
| +12% | +$55 | ﹤0.01% | 226 |
|
|
2020
Q2 | $366 | Sell |
23,983
-1,325
| -5% | -$20 | ﹤0.01% | 213 |
|
|
2020
Q1 | $479 | Buy |
+25,308
| New | +$479 | ﹤0.01% | 206 |
|
|
2019
Q2 | $1.22K | Buy |
+34,322
| New | +$1.22K | ﹤0.01% | 109 |
|
|
2018
Q4 | $772K | Sell |
39,061
-8,425
| -18% | -$166K | 0.28% | 64 |
|
|
2018
Q3 | $1.29M | Hold |
47,486
| – | – | 0.41% | 42 |
|
|
2018
Q2 | $1.15M | Buy |
47,486
+3,050
| +7% | +$73.8K | 0.4% | 39 |
|
|
2018
Q1 | $1.25M | Buy |
44,436
+4,715
| +12% | +$132K | 0.69% | 33 |
|
|
2017
Q4 | $1.2M | Hold |
39,721
| – | – | 0.65% | 36 |
|
|
2017
Q3 | $1.3M | Hold |
39,721
| – | – | 0.78% | 24 |
|
|
2017
Q2 | $1.15M | Sell |
39,721
-92,580
| -70% | -$2.67M | 0.75% | 29 |
|
|
2017
Q1 | $947K | Buy |
132,301
+69,050
| +109% | +$494K | 0.45% | 35 |
|
|
2016
Q4 | $443K | Buy |
+63,251
| New | +$443K | 0.3% | 53 |
|