B. Riley 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 | $279K | Buy |
+2,441
| New | +$279K | 0.01% | 725 |
|
|
2024
Q4 | $259K | Sell |
2,337
-65
| -3% | -$7.2K | 0.01% | 929 |
|
|
2024
Q3 | $315K | Sell |
2,402
-32
| -1% | -$4.19K | 0.01% | 928 |
|
|
2024
Q2 | $304K | Sell |
2,434
-483
| -17% | -$60.3K | 0.01% | 1032 |
|
|
2024
Q1 | $334K | Buy |
2,917
+541
| +23% | +$62K | 0.01% | 994 |
|
|
2023
Q4 | $302K | Sell |
2,376
-541
| -19% | -$68.8K | 0.01% | 1054 |
|
|
2023
Q3 | $334K | Buy |
2,917
+299
| +11% | +$34.3K | 0.01% | 994 |
|
|
2023
Q2 | $317K | Buy |
2,618
+118
| +5% | +$14.3K | 0.01% | 1090 |
|
|
2023
Q1 | $275K | Buy |
2,500
+158
| +7% | +$17.4K | 0.01% | 1117 |
|
|
2022
Q4 | $243K | Sell |
2,342
-189
| -7% | -$19.6K | 0.01% | 1154 |
|
|
2022
Q3 | $225K | Buy |
2,531
+168
| +7% | +$14.9K | 0.01% | 1172 |
|
|
2022
Q2 | $231K | Hold |
2,363
| – | – | 0.01% | 979 |
|
|
2022
Q1 | $245K | Buy |
2,363
+51
| +2% | +$5.29K | 0.01% | 1108 |
|
|
2021
Q4 | $311K | Buy |
2,312
+27
| +1% | +$3.63K | 0.01% | 1050 |
|
|
2021
Q3 | $273K | Sell |
2,285
-2
| -0.1% | -$239 | 0.01% | 1093 |
|
|
2021
Q2 | $290K | Sell |
2,287
-134
| -6% | -$17K | 0.01% | 1039 |
|
|
2021
Q1 | $261K | Buy |
+2,421
| New | +$261K | 0.01% | 1067 |
|
|
2015
Q1 | – | Sell |
-148
| Closed | -$7 | – | 1025 |
|
|
2014
Q4 | $7 | Buy |
+148
| New | +$7 | ﹤0.01% | 3009 |
|
|
2014
Q3 | – | Sell |
-116
| Closed | -$5.14K | – | 1046 |
|
|
2014
Q2 | $5.14K | Buy |
+116
| New | +$5.14K | ﹤0.01% | 2037 |
|