BerganKDV Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.09K | Hold |
9
| – | – | ﹤0.01% | 747 |
|
|
2023
Q1 | $992 | Hold |
9
| – | – | ﹤0.01% | 904 |
|
|
2022
Q4 | $935 | Sell |
9
-34
| -79% | -$3.53K | ﹤0.01% | 891 |
|
|
2022
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 708 |
|
|
2022
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 726 |
|
|
2022
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 752 |
|
|
2021
Q4 | $6K | Hold |
43
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $5K | Buy |
43
+34
| +378% | +$3.95K | ﹤0.01% | 747 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 902 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $1K | Sell |
9
-330
| -97% | -$36.7K | ﹤0.01% | 847 |
|
|
2020
Q3 | $31K | Hold |
339
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $26K | Buy |
339
+9
| +3% | +$690 | ﹤0.01% | 430 |
|
|
2020
Q1 | $22K | Hold |
330
| – | – | ﹤0.01% | 412 |
|
|
2019
Q4 | $26K | Hold |
330
| – | – | ﹤0.01% | 414 |
|
|
2019
Q3 | $25K | Sell |
330
-2,500
| -88% | -$189K | ﹤0.01% | 402 |
|
|
2019
Q2 | $215K | Hold |
2,830
| – | – | 0.04% | 204 |
|
|
2019
Q1 | $215K | Buy |
2,830
+2,500
| +758% | +$190K | 0.04% | 204 |
|
|
2018
Q4 | $22K | Hold |
330
| – | – | 0.01% | 384 |
|
|
2018
Q3 | $24K | Hold |
330
| – | – | 0.01% | 403 |
|
|
2018
Q2 | $24K | Buy |
+330
| New | +$24K | 0.01% | 410 |
|