Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$391K Sell
3,070
-511
-14% -$66.3K 0.01% 4002
2025
Q2
$457K Buy
3,581
+491
+16% +$55.1K 0.01% 3042
2025
Q1
$331K Sell
3,090
-10,270
-77% -$1.31M 0.01% 3415
2024
Q4
$1.77M Buy
+13,360
New +$1.81M 0.04% 2070
2024
Q3
Sell
-7,088
Closed -$793K 6195
2024
Q2
$752K Buy
+7,088
New +$795K 0.01% 2454
2024
Q1
Sell
-29,197
Closed -$2.56M 6145
2023
Q4
$2.56M Buy
29,197
+11,190
+62% +$912K 0.02% 1536
2023
Q3
$1.34M Buy
18,007
+7,399
+70% +$511K 0.01% 1881
2023
Q2
$629K Buy
+10,608
New +$480K 0.01% 2393
2023
Q1
Sell
-10,202
Closed -$367K 5944
2022
Q4
$340K Buy
+10,202
New +$344K 0.01% 2661
2022
Q3
Hold
0
6331
2022
Q2
Sell
-15,551
Closed -$705K 6656
2022
Q1
$705K Sell
15,551
-79,592
-84% -$3.33M 0.02% 2836
2021
Q4
$4.32M Buy
95,143
+21,687
+30% +$1.01M 0.06% 1240
2021
Q3
$3.55M Sell
73,456
-111,099
-60% -$5.57M 0.07% 1577
2021
Q2
$8.98M Buy
184,555
+102,480
+125% +$5.01M 0.24% 748
2021
Q1
$3.52M Buy
82,075
+18,262
+29% +$758K 0.07% 1395
2020
Q4
$2.62M Buy
63,813
+16,374
+35% +$593K 0.05% 1490
2020
Q3
$1.41M Buy
+47,439
New +$1.36M 0.06% 1759
2020
Q2
Sell
-65,797
Closed -$1.58M 5930
2020
Q1
$1.17M Buy
65,797
+11,702
+22% +$313K 0.05% 1780
2019
Q4
$1.48M Sell
54,095
-64,059
-54% -$1.76M 0.03% 2068
2019
Q3
$2.88M Sell
118,154
-73,560
-38% -$1.7M 0.11% 1185
2019
Q2
$3.83M Buy
191,714
+135,606
+242% +$2.76M 0.14% 1073
2019
Q1
$1.04M Sell
56,108
-42,246
-43% -$811K 0.04% 2033
2018
Q4
$1.91M Buy
98,354
+43,513
+79% +$1.21M 0.06% 1448
2018
Q3
$2.17M Buy
54,841
+44,258
+418% +$1.61M 0.05% 1587
2018
Q2
$373K Hold
10,583
0.01% 3466
2018
Q1
$373K Sell
10,583
-725
-6% -$24.2K 0.01% 3466
2017
Q4
$358K Sell
11,308
-16,218
-59% -$415K 0.01% 3375
2017
Q3
$645K Buy
27,526
+15,105
+122% +$316K 0.02% 2337
2017
Q2
$278K Sell
12,421
-21,058
-63% -$394K 0.01% 3160
2017
Q1
$549K Buy
33,479
+13,419
+67% +$219K 0.03% 2278
2016
Q4
$299K Sell
20,060
-48,108
-71% -$670K 0.01% 3269
2016
Q3
$855K Buy
+68,168
New +$771K 0.05% 2031
2016
Q2
Hold
0
4614

Other funds holding XPO