BPA
Beacon Pointe Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
7,966
+228
| +3% | +$26.1K | 0.01% | 688 |
|
|
2025
Q1 | $930K | Sell |
7,738
-3
| -0% | -$361 | 0.01% | 657 |
|
|
2024
Q4 | $857K | Sell |
7,741
-151
| -2% | -$16.7K | 0.01% | 677 |
|
|
2024
Q3 | $1.04M | Sell |
7,892
-5,409
| -41% | -$711K | 0.01% | 624 |
|
|
2024
Q2 | $1.66M | Sell |
13,301
-707
| -5% | -$88.2K | 0.02% | 518 |
|
|
2024
Q1 | $1.7M | Sell |
14,008
-734
| -5% | -$89.2K | 0.02% | 529 |
|
|
2023
Q4 | $1.88M | Sell |
14,742
-970
| -6% | -$123K | 0.02% | 497 |
|
|
2023
Q3 | $1.8M | Buy |
15,712
+674
| +4% | +$77.3K | 0.02% | 476 |
|
|
2023
Q2 | $1.82M | Sell |
15,038
-52
| -0.3% | -$6.3K | 0.03% | 398 |
|
|
2023
Q1 | $1.66M | Buy |
15,090
+293
| +2% | +$32.3K | 0.03% | 434 |
|
|
2022
Q4 | $1.54M | Buy |
14,797
+4,678
| +46% | +$486K | 0.03% | 419 |
|
|
2022
Q3 | $894K | Sell |
10,119
-28
| -0.3% | -$2.47K | 0.02% | 490 |
|
|
2022
Q2 | $986K | Sell |
10,147
-1,770
| -15% | -$172K | 0.02% | 472 |
|
|
2022
Q1 | $1.23M | Buy |
11,917
+6,201
| +108% | +$640K | 0.02% | 563 |
|
|
2021
Q4 | $768K | Sell |
5,716
-6,578
| -54% | -$884K | 0.02% | 441 |
|
|
2021
Q3 | $1.47M | Buy |
12,294
+10,077
| +455% | +$1.2M | 0.04% | 335 |
|
|
2021
Q2 | $281K | Buy |
+2,217
| New | +$281K | 0.01% | 681 |
|
|
2019
Q2 | – | Sell |
-25,878
| Closed | -$1.96M | – | 210 |
|
|
2019
Q1 | $1.96M | Buy |
+25,878
| New | +$1.96M | 0.74% | 42 |
|