CWM
Compass Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-145
| Closed | -$17.4K | – | 226 |
|
|
2025
Q1 | $17.4K | Hold |
145
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $16.1K | Hold |
145
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $19.1K | Hold |
145
| – | – | ﹤0.01% | 328 |
|
|
2024
Q2 | $18.1K | Hold |
145
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $17.6K | Hold |
145
| – | – | ﹤0.01% | 329 |
|
|
2023
Q4 | $18.4K | Hold |
145
| – | – | 0.01% | 320 |
|
|
2023
Q3 | $16.6K | Hold |
145
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $17.6K | Hold |
145
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $16K | Hold |
145
| – | – | 0.01% | 342 |
|
|
2022
Q4 | $15.1K | Buy |
+145
| New | +$15.1K | ﹤0.01% | 339 |
|