AOWM
Alpha Omega Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
9,212
| – | – | 0.19% | 113 |
|
|
2025
Q1 | $1.11M | Sell |
9,212
-161
| -2% | -$19.4K | 0.21% | 106 |
|
|
2024
Q4 | $1.04M | Sell |
9,373
-200
| -2% | -$22.2K | 0.2% | 110 |
|
|
2024
Q3 | $1.26M | Hold |
9,573
| – | – | 0.23% | 101 |
|
|
2024
Q2 | $1.19M | Sell |
9,573
-10
| -0.1% | -$1.25K | 0.23% | 103 |
|
|
2024
Q1 | $1.17M | Sell |
9,583
-163
| -2% | -$19.8K | 0.22% | 105 |
|
|
2023
Q4 | $1.24M | Sell |
9,746
-50
| -0.5% | -$6.36K | 0.21% | 99 |
|
|
2023
Q3 | $1.12M | Sell |
9,796
-50
| -0.5% | -$5.73K | 0.19% | 99 |
|
|
2023
Q2 | $1.19M | Sell |
9,846
-80
| -0.8% | -$9.69K | 0.2% | 103 |
|
|
2023
Q1 | $1.09M | Sell |
9,926
-50
| -0.5% | -$5.51K | 0.19% | 104 |
|
|
2022
Q4 | $1.04M | Sell |
9,976
-50
| -0.5% | -$5.2K | 0.18% | 108 |
|
|
2022
Q3 | $885K | Hold |
10,026
| – | – | 0.17% | 110 |
|
|
2022
Q2 | $977K | Hold |
10,026
| – | – | 0.17% | 108 |
|
|
2022
Q1 | $1.03M | Sell |
10,026
-89
| -0.9% | -$9.18K | 0.16% | 109 |
|
|
2021
Q4 | $1.25M | Sell |
10,115
-133
| -1% | -$16.5K | 0.19% | 105 |
|
|
2021
Q3 | $1.22M | Sell |
10,248
-48
| -0.5% | -$5.72K | 0.2% | 102 |
|
|
2021
Q2 | $1.3M | Sell |
10,296
-100
| -1% | -$12.7K | 0.21% | 100 |
|
|
2021
Q1 | $1.12M | Hold |
10,396
| – | – | 0.2% | 103 |
|
|
2020
Q4 | $989K | Sell |
10,396
-227
| -2% | -$21.6K | 0.17% | 101 |
|
|
2020
Q3 | $962K | Sell |
10,623
-112
| -1% | -$10.1K | 0.14% | 97 |
|
|
2020
Q2 | $816K | Sell |
10,735
-50
| -0.5% | -$3.8K | 0.12% | 100 |
|
|
2020
Q1 | $720K | Hold |
10,785
| – | – | 0.13% | 101 |
|
|
2019
Q4 | $841K | Hold |
10,785
| – | – | 0.14% | 115 |
|
|
2019
Q3 | $833K | Hold |
10,785
| – | – | 0.14% | 115 |
|
|
2019
Q2 | $818K | Sell |
10,785
-500
| -4% | -$37.9K | 0.35% | 64 |
|
|
2019
Q1 | $857K | Sell |
11,285
-200
| -2% | -$15.2K | 0.38% | 63 |
|
|
2018
Q4 | $782K | Sell |
11,485
-215
| -2% | -$14.6K | 0.39% | 61 |
|
|
2018
Q3 | $860K | Hold |
11,700
| – | – | 0.39% | 58 |
|
|
2018
Q2 | $855K | Sell |
11,700
-600
| -5% | -$43.8K | 0.42% | 57 |
|
|
2018
Q1 | $779K | Sell |
12,300
-1,500
| -11% | -$95K | 0.39% | 61 |
|
|
2017
Q4 | $893K | Sell |
13,800
-200
| -1% | -$12.9K | 0.44% | 57 |
|
|
2017
Q3 | $838K | Sell |
14,000
-400
| -3% | -$23.9K | 0.42% | 59 |
|
|
2017
Q2 | $813K | Hold |
14,400
| – | – | 0.42% | 60 |
|
|
2017
Q1 | $813K | Hold |
14,400
| – | – | 0.43% | 58 |
|
|
2016
Q4 | $763K | Buy |
+14,400
| New | +$763K | 0.4% | 61 |
|