Whalen Wealth Management’s XPO XPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,541	Closed	-$596K	–	233
2025 Q1	$596K	Buy	5,541 +2,637	+91%	+$284K	0.4%	51
2024 Q4	$381K	Sell	2,904 -3,666	-56%	-$481K	0.26%	82
2024 Q3	$706K	Buy	+6,570	New	+$706K	0.5%	51