EHWM
Eads & Heald Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
18,345
-329
| -2% | -$37.6K | 1.04% | 36 |
|
|
2025
Q1 | $2.25M | Sell |
18,674
-365
| -2% | -$43.9K | 1.14% | 27 |
|
|
2024
Q4 | $2.11M | Buy |
19,039
+320
| +2% | +$35.4K | 1.04% | 34 |
|
|
2024
Q3 | $2.46M | Sell |
18,719
-1,042
| -5% | -$137K | 1.17% | 27 |
|
|
2024
Q2 | $2.47M | Sell |
19,761
-432
| -2% | -$53.9K | 1.19% | 25 |
|
|
2024
Q1 | $2.46M | Sell |
20,193
-1,399
| -6% | -$170K | 1.14% | 27 |
|
|
2023
Q4 | $2.75M | Sell |
21,592
-255
| -1% | -$32.4K | 1.32% | 17 |
|
|
2023
Q3 | $2.5M | Sell |
21,847
-102
| -0.5% | -$11.7K | 1.31% | 21 |
|
|
2023
Q2 | $2.66M | Sell |
21,949
-1,168
| -5% | -$141K | 1.31% | 19 |
|
|
2023
Q1 | $2.55M | Sell |
23,117
-522
| -2% | -$57.5K | 1.26% | 24 |
|
|
2022
Q4 | $2.46M | Sell |
23,639
-100
| -0.4% | -$10.4K | 1.25% | 26 |
|
|
2022
Q3 | $2.1M | Buy |
23,739
+387
| +2% | +$34.2K | 1.19% | 28 |
|
|
2022
Q2 | $2.28M | Sell |
23,352
-11
| -0% | -$1.07K | 1.23% | 21 |
|
|
2022
Q1 | $2.41M | Buy |
23,363
+191
| +0.8% | +$19.7K | 1.12% | 32 |
|
|
2021
Q4 | $3.11M | Sell |
23,172
-103
| -0.4% | -$13.8K | 1.35% | 12 |
|
|
2021
Q3 | $2.77M | Sell |
23,275
-141
| -0.6% | -$16.8K | 1.34% | 12 |
|
|
2021
Q2 | $2.96M | Sell |
23,416
-1,785
| -7% | -$226K | 1.45% | 8 |
|
|
2021
Q1 | $2.71M | Buy |
25,201
+34
| +0.1% | +$3.66K | 1.39% | 12 |
|
|
2020
Q4 | $2.39M | Buy |
25,167
+497
| +2% | +$47.3K | 1.29% | 22 |
|
|
2020
Q3 | $2.23M | Sell |
24,670
-2,188
| -8% | -$198K | 1.34% | 19 |
|
|
2020
Q2 | $2.04M | Sell |
26,858
-594
| -2% | -$45.2K | 1.24% | 25 |
|
|
2020
Q1 | $1.83M | Sell |
27,452
-495
| -2% | -$33K | 1.29% | 25 |
|
|
2019
Q4 | $2.18M | Sell |
27,947
-48
| -0.2% | -$3.74K | 1.15% | 32 |
|
|
2019
Q3 | $2.08M | Buy |
27,995
+3,182
| +13% | +$236K | 1.16% | 33 |
|
|
2019
Q2 | $1.88M | Buy |
24,813
+21
| +0.1% | +$1.59K | 1.06% | 40 |
|
|
2019
Q1 | $1.88M | Buy |
24,792
+15,133
| +157% | +$1.15M | 1.09% | 44 |
|
|
2018
Q4 | $658K | Buy |
+9,659
| New | +$658K | 0.44% | 91 |
|