BlackDiamond Wealth Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,158
| Closed | -$239K | – | 164 |
|
|
2024
Q4 | $239K | Sell |
2,158
-281
| -12% | -$31.1K | 0.14% | 138 |
|
|
2024
Q3 | $290K | Sell |
2,439
-360
| -13% | -$42.8K | 0.18% | 127 |
|
|
2024
Q2 | $333K | Buy |
2,799
+145
| +5% | +$17.3K | 0.22% | 99 |
|
|
2024
Q1 | $323K | Buy |
2,654
+7
| +0.3% | +$851 | 0.23% | 97 |
|
|
2023
Q4 | $330K | Buy |
2,647
+60
| +2% | +$7.47K | 0.24% | 92 |
|
|
2023
Q3 | $282K | Buy |
2,587
+28
| +1% | +$3.05K | 0.25% | 93 |
|
|
2023
Q2 | $321K | Sell |
2,559
-34
| -1% | -$4.27K | 0.27% | 85 |
|
|
2023
Q1 | $284K | Sell |
2,593
-1
| -0% | -$110 | 0.29% | 80 |
|
|
2022
Q4 | $282K | Buy |
2,594
+104
| +4% | +$11.3K | 0.32% | 76 |
|
|
2022
Q3 | $239K | Buy |
2,490
+43
| +2% | +$4.13K | 0.29% | 90 |
|
|
2022
Q2 | $250K | Buy |
+2,447
| New | +$250K | 0.31% | 91 |
|