AE Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
4,788
-2,022
| -30% | -$231K | ﹤0.01% | 893 |
|
|
2025
Q1 | $819K | Buy |
6,810
+410
| +6% | +$49.3K | 0.01% | 763 |
|
|
2024
Q4 | $709K | Buy |
6,400
+234
| +4% | +$25.9K | 0.01% | 795 |
|
|
2024
Q3 | $810K | Buy |
+6,166
| New | +$810K | 0.01% | 755 |
|
|
2024
Q1 | – | Sell |
-8,781
| Closed | -$1.14M | – | 1413 |
|
|
2023
Q4 | $1.14M | Sell |
8,781
-359
| -4% | -$46.6K | 0.01% | 1105 |
|
|
2023
Q3 | $1.05M | Sell |
9,140
-480
| -5% | -$55K | 0.01% | 1075 |
|
|
2023
Q2 | $1.17M | Sell |
9,620
-50
| -0.5% | -$6.06K | 0.01% | 1035 |
|
|
2023
Q1 | $1.06M | Buy |
9,670
+2,771
| +40% | +$305K | 0.01% | 1018 |
|
|
2022
Q4 | $717K | Buy |
6,899
+179
| +3% | +$18.6K | 0.01% | 1131 |
|
|
2022
Q3 | $593K | Buy |
6,720
+666
| +11% | +$58.8K | ﹤0.01% | 1156 |
|
|
2022
Q2 | $590K | Buy |
6,054
+878
| +17% | +$85.6K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $534K | Buy |
5,176
+674
| +15% | +$69.5K | ﹤0.01% | 1209 |
|
|
2021
Q4 | $605K | Buy |
4,502
+81
| +2% | +$10.9K | ﹤0.01% | 1180 |
|
|
2021
Q3 | $527K | Buy |
4,421
+108
| +3% | +$12.9K | ﹤0.01% | 1153 |
|
|
2021
Q2 | $546K | Sell |
4,313
-895
| -17% | -$113K | ﹤0.01% | 1114 |
|
|
2021
Q1 | $561K | Sell |
5,208
-871
| -14% | -$93.8K | 0.01% | 975 |
|
|
2020
Q4 | $578K | Buy |
6,079
+715
| +13% | +$68K | 0.01% | 906 |
|
|
2020
Q3 | $486K | Buy |
5,364
+88
| +2% | +$7.97K | 0.01% | 887 |
|
|
2020
Q2 | $401K | Buy |
5,276
+31
| +0.6% | +$2.36K | 0.01% | 939 |
|
|
2020
Q1 | $350K | Sell |
5,245
-737
| -12% | -$49.2K | 0.01% | 830 |
|
|
2019
Q4 | $467K | Buy |
5,982
+1,633
| +38% | +$127K | 0.01% | 755 |
|
|
2019
Q3 | $323K | Buy |
+4,349
| New | +$323K | 0.01% | 758 |
|