AWM
Avior Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
4,275
+1,342
| +46% | +$153K | 0.02% | 431 |
|
|
2025
Q1 | $353K | Sell |
2,933
-1,324
| -31% | -$159K | 0.01% | 506 |
|
|
2024
Q4 | $472K | Sell |
4,257
-597
| -12% | -$66.1K | 0.02% | 464 |
|
|
2024
Q3 | $638K | Sell |
4,854
-205
| -4% | -$26.9K | 0.03% | 393 |
|
|
2024
Q2 | $631K | Sell |
5,059
-91
| -2% | -$11.4K | 0.03% | 375 |
|
|
2024
Q1 | $626K | Sell |
5,150
-202
| -4% | -$24.6K | 0.03% | 385 |
|
|
2023
Q4 | $681K | Sell |
5,352
-174
| -3% | -$22.1K | 0.04% | 278 |
|
|
2023
Q3 | $633K | Sell |
5,526
-27
| -0.5% | -$3.1K | 0.04% | 275 |
|
|
2023
Q2 | $673K | Hold |
5,553
| – | – | 0.04% | 276 |
|
|
2023
Q1 | $611K | Buy |
5,553
+470
| +9% | +$51.8K | 0.04% | 292 |
|
|
2022
Q4 | $528K | Hold |
5,083
| – | – | 0.04% | 291 |
|
|
2022
Q3 | $448K | Hold |
5,083
| – | – | 0.04% | 297 |
|
|
2022
Q2 | $494K | Sell |
5,083
-37
| -0.7% | -$3.6K | 0.05% | 254 |
|
|
2022
Q1 | $527K | Sell |
5,120
-1,995
| -28% | -$205K | 0.05% | 284 |
|
|
2021
Q4 | $955K | Hold |
7,115
| – | – | 0.08% | 202 |
|
|
2021
Q3 | $847K | Sell |
7,115
-506
| -7% | -$60.2K | 0.07% | 215 |
|
|
2021
Q2 | $964K | Sell |
7,621
-1,515
| -17% | -$192K | 0.1% | 188 |
|
|
2021
Q1 | $983K | Hold |
9,136
| – | – | 0.11% | 179 |
|
|
2020
Q4 | $868K | Sell |
9,136
-1,266
| -12% | -$120K | 0.11% | 171 |
|
|
2020
Q3 | $941K | Buy |
10,402
+1,392
| +15% | +$126K | 0.13% | 143 |
|
|
2020
Q2 | $685K | Hold |
9,010
| – | – | 0.11% | 178 |
|
|
2020
Q1 | $601K | Hold |
9,010
| – | – | 0.12% | 166 |
|
|
2019
Q4 | $702K | Hold |
9,010
| – | – | 0.11% | 183 |
|
|
2019
Q3 | $669K | Hold |
9,010
| – | – | 0.12% | 175 |
|
|
2019
Q2 | $683K | Hold |
9,010
| – | – | 0.12% | 167 |
|
|
2019
Q1 | $683K | Hold |
9,010
| – | – | 0.14% | 153 |
|
|
2018
Q4 | $613K | Hold |
9,010
| – | – | 0.15% | 142 |
|
|
2018
Q3 | $663K | Hold |
9,010
| – | – | 0.14% | 141 |
|
|
2018
Q2 | $659K | Hold |
9,010
| – | – | 0.15% | 137 |
|
|
2018
Q1 | $570K | Sell |
9,010
-2,226
| -20% | -$141K | 0.13% | 153 |
|
|
2017
Q4 | $727K | Buy |
+11,236
| New | +$727K | 0.16% | 129 |
|