Baldwin Wealth Partners’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70
| Closed | -$9.2K | – | 501 |
|
|
2024
Q3 | $9.2K | Sell |
70
-16
| -19% | -$1.96K | ﹤0.01% | 808 |
|
|
2024
Q2 | $10.7K | Buy |
86
+16
| +23% | +$1.91K | ﹤0.01% | 533 |
|
|
2024
Q1 | $8.51K | Sell |
70
-200
| -74% | -$24.7K | ﹤0.01% | 566 |
|
|
2023
Q4 | $34.3K | Sell |
270
-600
| -69% | -$70.8K | ﹤0.01% | 428 |
|
|
2023
Q3 | $99.7K | Hold |
870
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $105K | Hold |
870
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $95.8K | Hold |
870
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $90.4K | Buy |
+870
| New | +$89.7K | 0.01% | 328 |
|
|
2020
Q2 | – | Sell |
-1,645
| Closed | -$110K | – | 535 |
|
|
2020
Q1 | $110K | Hold |
1,645
| – | – | 0.02% | 190 |
|
|
2019
Q4 | $128K | Hold |
1,645
| – | – | 0.02% | 212 |
|
|
2019
Q3 | $122K | Hold |
1,645
| – | – | 0.02% | 209 |
|
|
2019
Q2 | $125K | Hold |
1,645
| – | – | 0.02% | 227 |
|
|
2019
Q1 | $125K | Hold |
1,645
| – | – | 0.02% | 225 |
|
|
2018
Q4 | $112K | Hold |
1,645
| – | – | 0.02% | 225 |
|
|
2018
Q3 | $121K | Hold |
1,645
| – | – | 0.02% | 233 |
|
|
2018
Q2 | $120K | Hold |
1,645
| – | – | 0.02% | 237 |
|
|
2018
Q1 | $104K | Hold |
1,645
| – | – | 0.02% | 237 |
|
|
2017
Q4 | $106K | Hold |
1,645
| – | – | 0.02% | 241 |
|
|
2017
Q3 | $98K | Hold |
1,645
| – | – | 0.02% | 238 |
|
|
2017
Q2 | $93K | Hold |
1,645
| – | – | 0.02% | 243 |
|
|
2017
Q1 | $93K | Hold |
1,645
| – | – | 0.02% | 240 |
|
|
2016
Q4 | $87K | Sell |
1,645
-121
| -7% | -$6.32K | 0.02% | 242 |
|
|
2016
Q3 | $91K | Hold |
1,766
| – | – | 0.02% | 242 |
|
|
2016
Q2 | $87K | Hold |
1,766
| – | – | 0.02% | 220 |
|
|
2016
Q1 | $86K | Sell |
1,766
-43,138
| -96% | -$1.98M | 0.02% | 254 |
|
|
2015
Q4 | $2.02M | Buy |
44,904
+22,061
| +97% | +$1.07M | 0.33% | 74 |
|
|
2015
Q3 | $1.07M | Buy |
+22,843
| New | +$1.08M | 0.18% | 114 |
|
Other funds holding EXPD
