Concurrent Investment Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
3,296
+225
| +7% | +$25.7K | 0.01% | 957 |
|
|
2025
Q1 | $369K | Buy |
3,071
+120
| +4% | +$14.4K | 0.01% | 831 |
|
|
2024
Q4 | $327K | Buy |
2,951
+148
| +5% | +$16.4K | 0.01% | 785 |
|
|
2024
Q3 | $368K | Sell |
2,803
-38
| -1% | -$4.99K | 0.01% | 705 |
|
|
2024
Q2 | $355K | Buy |
2,841
+632
| +29% | +$78.9K | 0.01% | 677 |
|
|
2024
Q1 | $268K | Sell |
2,209
-315
| -12% | -$38.3K | 0.01% | 700 |
|
|
2023
Q4 | $321K | Buy |
+2,524
| New | +$321K | 0.02% | 626 |
|