BFA
Brendel Financial Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,236
| Closed | -$3.16M | – | 105 |
|
|
2025
Q1 | $3.16M | Buy |
+26,236
| New | +$3.16M | 1.92% | 18 |
|
|
2021
Q3 | – | Sell |
-1,174
| Closed | -$149K | – | 137 |
|
|
2021
Q2 | $149K | Buy |
+1,174
| New | +$149K | 0.08% | 120 |
|
|
2021
Q1 | – | Sell |
-8,670
| Closed | -$825K | – | 93 |
|
|
2020
Q4 | $825K | Buy |
+8,670
| New | +$825K | 0.56% | 46 |
|