180 Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,255
-148
| -6% | -$16.9K | 0.04% | 360 |
|
|
2025
Q1 | $289K | Buy |
2,403
+588
| +32% | +$70.7K | 0.05% | 328 |
|
|
2024
Q4 | $201K | Hold |
1,815
| – | – | 0.03% | 395 |
|
|
2024
Q3 | $238K | Hold |
1,815
| – | – | 0.04% | 376 |
|
|
2024
Q2 | $223K | Sell |
1,815
-600
| -25% | -$73.7K | 0.04% | 379 |
|
|
2024
Q1 | $294K | Sell |
2,415
-200
| -8% | -$24.3K | 0.05% | 301 |
|
|
2023
Q4 | $332K | Sell |
2,615
-312
| -11% | -$39.6K | 0.07% | 258 |
|
|
2023
Q3 | $336K | Hold |
2,927
| – | – | 0.08% | 246 |
|
|
2023
Q2 | $356K | Hold |
2,927
| – | – | 0.08% | 228 |
|
|
2023
Q1 | $322K | Hold |
2,927
| – | – | 0.08% | 248 |
|
|
2022
Q4 | $317K | Hold |
2,927
| – | – | 0.07% | 253 |
|
|
2022
Q3 | $258K | Hold |
2,927
| – | – | 0.07% | 274 |
|
|
2022
Q2 | $286K | Hold |
2,927
| – | – | 0.07% | 268 |
|
|
2022
Q1 | $289K | Hold |
2,927
| – | – | 0.06% | 285 |
|
|
2021
Q4 | $340K | Hold |
2,927
| – | – | 0.08% | 246 |
|
|
2021
Q3 | $340K | Hold |
2,927
| – | – | 0.07% | 263 |
|
|
2021
Q2 | $358K | Hold |
2,927
| – | – | 0.08% | 234 |
|
|
2021
Q1 | $357K | Sell |
2,927
-400
| -12% | -$48.8K | 0.09% | 215 |
|
|
2020
Q4 | $310K | Hold |
3,327
| – | – | 0.09% | 213 |
|
|
2020
Q3 | $312K | Hold |
3,327
| – | – | 0.12% | 177 |
|
|
2020
Q2 | $265K | Hold |
3,327
| – | – | 0.11% | 196 |
|
|
2020
Q1 | $225K | Hold |
3,327
| – | – | 0.12% | 188 |
|
|
2019
Q4 | $263K | Hold |
3,327
| – | – | 0.1% | 214 |
|
|
2019
Q3 | $247K | Hold |
3,327
| – | – | 0.11% | 214 |
|
|
2019
Q2 | $244K | Hold |
3,327
| – | – | 0.11% | 211 |
|
|
2019
Q1 | $252K | Hold |
3,327
| – | – | 0.11% | 216 |
|
|
2018
Q4 | $245K | Hold |
3,327
| – | – | 0.11% | 213 |
|
|
2018
Q3 | $245K | Sell |
3,327
-37
| -1% | -$2.73K | 0.11% | 213 |
|
|
2018
Q2 | $246K | Sell |
3,364
-1,700
| -34% | -$124K | 0.12% | 199 |
|
|
2018
Q1 | $320K | Hold |
5,064
| – | – | 0.17% | 158 |
|
|
2017
Q4 | $328K | Buy |
+5,064
| New | +$328K | 0.17% | 156 |
|