Checchi Capital Advisers’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
1,791
| – | – | 0.01% | 549 |
|
|
2025
Q1 | $215K | Sell |
1,791
-103
| -5% | -$12.4K | 0.01% | 536 |
|
|
2024
Q4 | $210K | Sell |
1,894
-336
| -15% | -$37.2K | 0.01% | 533 |
|
|
2024
Q3 | $293K | Sell |
2,230
-25
| -1% | -$3.29K | 0.02% | 450 |
|
|
2024
Q2 | $281K | Buy |
2,255
+416
| +23% | +$51.9K | 0.01% | 452 |
|
|
2024
Q1 | $224K | Sell |
1,839
-35
| -2% | -$4.26K | 0.02% | 519 |
|
|
2023
Q4 | $238K | Buy |
+1,874
| New | +$238K | 0.02% | 486 |
|
|
2023
Q3 | – | Sell |
-1,685
| Closed | -$204K | – | 551 |
|
|
2023
Q2 | $204K | Sell |
1,685
-158
| -9% | -$19.1K | 0.02% | 538 |
|
|
2023
Q1 | $203K | Buy |
+1,843
| New | +$203K | 0.02% | 529 |
|
|
2022
Q3 | – | Sell |
-1,880
| Closed | -$200K | – | 554 |
|
|
2022
Q2 | $200K | Buy |
+1,880
| New | +$200K | 0.02% | 552 |
|
|
2022
Q1 | – | Sell |
-1,781
| Closed | -$239K | – | 553 |
|
|
2021
Q4 | $239K | Buy |
1,781
+58
| +3% | +$7.78K | 0.02% | 448 |
|
|
2021
Q3 | $205K | Buy |
1,723
+28
| +2% | +$3.33K | 0.02% | 478 |
|
|
2021
Q2 | $215K | Buy |
+1,695
| New | +$215K | 0.02% | 478 |
|
|
2020
Q4 | – | Sell |
-2,440
| Closed | -$221K | – | 488 |
|
|
2020
Q3 | $221K | Sell |
2,440
-321
| -12% | -$29.1K | 0.02% | 371 |
|
|
2020
Q2 | $210K | Buy |
+2,761
| New | +$210K | 0.03% | 390 |
|
|
2020
Q1 | – | Sell |
-2,590
| Closed | -$202K | – | 414 |
|
|
2019
Q4 | $202K | Buy |
+2,590
| New | +$202K | 0.03% | 408 |
|
|
2019
Q3 | – | Sell |
-2,918
| Closed | -$221K | – | 430 |
|
|
2019
Q2 | $221K | Sell |
2,918
-59
| -2% | -$4.47K | 0.03% | 356 |
|
|
2019
Q1 | $226K | Buy |
+2,977
| New | +$226K | 0.03% | 346 |
|
|
2018
Q4 | – | Sell |
-3,180
| Closed | -$234K | – | 393 |
|
|
2018
Q3 | $234K | Sell |
3,180
-30
| -0.9% | -$2.21K | 0.03% | 363 |
|
|
2018
Q2 | $235K | Buy |
+3,210
| New | +$235K | 0.03% | 338 |
|
|
2018
Q1 | – | Sell |
-3,234
| Closed | -$209K | – | 400 |
|
|
2017
Q4 | $209K | Buy |
+3,234
| New | +$209K | 0.03% | 372 |
|
|
2016
Q3 | – | Sell |
-2,583
| Closed | -$127K | – | 667 |
|
|
2016
Q2 | $127K | Hold |
2,583
| – | – | 0.01% | 481 |
|
|
2016
Q1 | $126K | Buy |
+2,583
| New | +$126K | 0.03% | 484 |
|