DWP
Daymark Wealth Partners’s Expeditors International EXPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $864K | Buy |
7,567
+41
| +0.5% | +$4.68K | 0.03% | 284 |
|
2025
Q1 | $905K | Buy |
7,526
+8
| +0.1% | +$962 | 0.04% | 253 |
|
2024
Q4 | $833K | Buy |
7,518
+21
| +0.3% | +$2.33K | 0.04% | 260 |
|
2024
Q3 | $985K | Buy |
7,497
+12
| +0.2% | +$1.58K | 0.04% | 248 |
|
2024
Q2 | $934K | Buy |
7,485
+175
| +2% | +$21.8K | 0.04% | 242 |
|
2024
Q1 | $889K | Hold |
7,310
| – | – | 0.05% | 212 |
|
2023
Q4 | $930K | Hold |
7,310
| – | – | 0.06% | 194 |
|
2023
Q3 | $838K | Buy |
7,310
+5,150
| +238% | +$590K | 0.06% | 184 |
|
2023
Q2 | $262K | Buy |
+2,160
| New | +$262K | 0.02% | 315 |
|