BOPW
Brandywine Oak Private Wealth’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,352
| Closed | -$2.57M | – | 237 |
|
|
2025
Q1 | $2.57M | Hold |
21,352
| – | – | 0.25% | 52 |
|
|
2024
Q4 | $2.37M | Hold |
21,352
| – | – | 0.23% | 55 |
|
|
2024
Q3 | $2.81M | Hold |
21,352
| – | – | 0.27% | 53 |
|
|
2024
Q2 | $2.66M | Buy |
21,352
+1,740
| +9% | +$217K | 0.27% | 51 |
|
|
2024
Q1 | $2.38M | Hold |
19,612
| – | – | 0.25% | 57 |
|
|
2023
Q4 | $2.49M | Hold |
19,612
| – | – | 0.28% | 51 |
|
|
2023
Q3 | $2.25M | Sell |
19,612
-261
| -1% | -$29.9K | 0.26% | 53 |
|
|
2023
Q2 | $2.41M | Buy |
19,873
+1,767
| +10% | +$214K | 0.27% | 56 |
|
|
2023
Q1 | $1.99M | Sell |
18,106
-36
| -0.2% | -$3.96K | 0.23% | 63 |
|
|
2022
Q4 | $1.89M | Sell |
18,142
-468
| -3% | -$48.6K | 0.23% | 64 |
|
|
2022
Q3 | $1.64M | Sell |
18,610
-2,017
| -10% | -$178K | 0.22% | 66 |
|
|
2022
Q2 | $2.01M | Buy |
20,627
+1,898
| +10% | +$185K | 0.26% | 64 |
|
|
2022
Q1 | $1.93M | Sell |
18,729
-158
| -0.8% | -$16.3K | 0.22% | 76 |
|
|
2021
Q4 | $2.54M | Sell |
18,887
-40
| -0.2% | -$5.37K | 0.28% | 63 |
|
|
2021
Q3 | $2.25M | Sell |
18,927
-328
| -2% | -$39.1K | 0.26% | 66 |
|
|
2021
Q2 | $2.44M | Buy |
+19,255
| New | +$2.44M | 0.28% | 59 |
|