Carson Wealth (CWM LLC)’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
10,389
-966
| -9% | -$110K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $1.37M | Buy |
11,355
+1,713
| +18% | +$206K | 0.01% | 995 |
|
|
2024
Q4 | $1.07M | Sell |
9,642
-1,117
| -10% | -$124K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $1.41M | Buy |
10,759
+913
| +9% | +$120K | 0.01% | 849 |
|
|
2024
Q2 | $1.23M | Buy |
9,846
+326
| +3% | +$40.7K | 0.01% | 799 |
|
|
2024
Q1 | $1.16M | Buy |
9,520
+772
| +9% | +$93.8K | 0.01% | 800 |
|
|
2023
Q4 | $1.11M | Buy |
8,748
+406
| +5% | +$51.7K | 0.01% | 760 |
|
|
2023
Q3 | $956K | Buy |
8,342
+635
| +8% | +$72.8K | 0.01% | 769 |
|
|
2023
Q2 | $934K | Buy |
7,707
+515
| +7% | +$62.4K | 0.01% | 739 |
|
|
2023
Q1 | $792K | Buy |
7,192
+445
| +7% | +$49K | 0.01% | 721 |
|
|
2022
Q4 | $701K | Buy |
6,747
+546
| +9% | +$56.7K | 0.01% | 707 |
|
|
2022
Q3 | $548K | Sell |
6,201
-181
| -3% | -$16K | ﹤0.01% | 720 |
|
|
2022
Q2 | $622K | Buy |
6,382
+1,565
| +32% | +$153K | ﹤0.01% | 679 |
|
|
2022
Q1 | $497K | Buy |
4,817
+1,449
| +43% | +$150K | ﹤0.01% | 733 |
|
|
2021
Q4 | $452K | Buy |
+3,368
| New | +$452K | ﹤0.01% | 755 |
|
|
2021
Q2 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q1 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q4 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q3 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q2 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q1 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q4 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q3 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q2 | $131K | Hold |
1,034
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q1 | $131K | Sell |
1,034
-1,286
| -55% | -$163K | ﹤0.01% | 1037 |
|
|
2018
Q4 | $158K | Buy |
2,320
+110
| +5% | +$7.49K | ﹤0.01% | 645 |
|
|
2018
Q3 | $163K | Sell |
2,210
-1,832
| -45% | -$135K | ﹤0.01% | 545 |
|
|
2018
Q2 | $295K | Sell |
4,042
-408,721
| -99% | -$29.8M | 0.01% | 377 |
|
|
2018
Q1 | $26.1M | Sell |
412,763
-109,730
| -21% | -$6.95M | 1.04% | 29 |
|
|
2017
Q4 | $33.8M | Sell |
522,493
-34,301
| -6% | -$2.22M | 1.5% | 14 |
|
|
2017
Q3 | $33.3M | Sell |
556,794
-16,704
| -3% | -$1,000K | 1.58% | 9 |
|
|
2017
Q2 | $32.4M | Buy |
573,498
+62,672
| +12% | +$3.54M | 1.66% | 9 |
|
|
2017
Q1 | $28.9M | Buy |
510,826
+66,650
| +15% | +$3.77M | 1.63% | 11 |
|
|
2016
Q4 | $23.5M | Buy |
444,176
+49,470
| +13% | +$2.62M | 1.44% | 17 |
|
|
2016
Q3 | $20.3M | Buy |
394,706
+63,412
| +19% | +$3.27M | 1.4% | 14 |
|
|
2016
Q2 | $16.2M | Buy |
331,294
+66,816
| +25% | +$3.28M | 1.19% | 20 |
|
|
2016
Q1 | $12.9M | Buy |
264,478
+26,472
| +11% | +$1.29M | 1.13% | 22 |
|
|
2015
Q4 | $10.7M | Buy |
238,006
+27,059
| +13% | +$1.22M | 1.05% | 32 |
|
|
2015
Q3 | $9.93M | Buy |
210,947
+31,475
| +18% | +$1.48M | 1% | 32 |
|
|
2015
Q2 | $8.28M | Buy |
179,472
+21,460
| +14% | +$989K | 0.79% | 47 |
|
|
2015
Q1 | $7.61M | Buy |
158,012
+44,268
| +39% | +$2.13M | 0.77% | 47 |
|
|
2014
Q4 | $5.07M | Buy |
113,744
+80,494
| +242% | +$3.59M | 0.62% | 49 |
|
|
2014
Q3 | $1.35M | Buy |
33,250
+24,143
| +265% | +$980K | 0.2% | 116 |
|
|
2014
Q2 | $402K | Buy |
+9,107
| New | +$402K | 0.07% | 127 |
|
|
2014
Q1 | – | Sell |
-20,680
| Closed | -$915K | – | 243 |
|
|
2013
Q4 | $915K | Buy |
20,680
+6,007
| +41% | +$266K | 0.14% | 100 |
|
|
2013
Q3 | $646K | Buy |
+14,673
| New | +$646K | 0.17% | 79 |
|