Williams Jones Wealth Management’s GXO Logistics GXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,932
| Closed | -$669K | – | 562 |
|
|
2023
Q4 | $669K | Sell |
10,932
-2,350
| -18% | -$144K | 0.01% | 298 |
|
|
2023
Q3 | $779K | Buy |
13,282
+1,900
| +17% | +$111K | 0.01% | 272 |
|
|
2023
Q2 | $715K | Sell |
11,382
-7,000
| -38% | -$440K | 0.01% | 296 |
|
|
2023
Q1 | $928K | Sell |
18,382
-3,909
| -18% | -$197K | 0.01% | 286 |
|
|
2022
Q4 | $952K | Sell |
22,291
-21,256
| -49% | -$907K | 0.02% | 272 |
|
|
2022
Q3 | $1.53M | Sell |
43,547
-5,308
| -11% | -$186K | 0.03% | 227 |
|
|
2022
Q2 | $2.11M | Sell |
48,855
-17,000
| -26% | -$736K | 0.03% | 202 |
|
|
2022
Q1 | $4.7M | Sell |
65,855
-7,065
| -10% | -$504K | 0.07% | 145 |
|
|
2021
Q4 | $6.62M | Buy |
72,920
+5,207
| +8% | +$473K | 0.08% | 131 |
|
|
2021
Q3 | $5.31M | Buy |
+67,713
| New | +$5.31M | 0.07% | 138 |
|