CWP
Concord Wealth Partners’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43K | Buy |
30
+5
| +20% | +$571 | ﹤0.01% | 678 |
|
|
2025
Q1 | $3.01K | Hold |
25
| – | – | ﹤0.01% | 644 |
|
|
2024
Q4 | $2.77K | Hold |
25
| – | – | ﹤0.01% | 681 |
|
|
2024
Q3 | $3.29K | Hold |
25
| – | – | ﹤0.01% | 691 |
|
|
2024
Q2 | $3.13K | Sell |
25
-33
| -57% | -$4.13K | ﹤0.01% | 627 |
|
|
2024
Q1 | $7.06K | Sell |
58
-865
| -94% | -$105K | ﹤0.01% | 610 |
|
|
2023
Q4 | $117K | Sell |
923
-2,769
| -75% | -$352K | 0.02% | 262 |
|
|
2023
Q3 | $423K | Buy |
3,692
+1,196
| +48% | +$137K | 0.09% | 133 |
|
|
2023
Q2 | $302K | Buy |
2,496
+1,134
| +83% | +$137K | 0.07% | 148 |
|
|
2023
Q1 | $150K | Buy |
1,362
+1,349
| +10,377% | +$149K | 0.04% | 202 |
|
|
2022
Q4 | $1.35K | Buy |
+13
| New | +$1.35K | ﹤0.01% | 1016 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$1K | – | 474 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1125 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1193 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1066 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1015 |
|