Williams Jones 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 | $357K | Buy |
2,830
+580
| +26% | +$73.2K | ﹤0.01% | 394 |
|
|
2025
Q1 | $242K | Hold |
2,250
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $295K | Hold |
2,250
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $242K | Hold |
2,250
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $239K | Hold |
2,250
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $275K | Buy |
+2,250
| New | +$275K | ﹤0.01% | 447 |
|