EWM
Empirical 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 |
-2,882
| Closed | -$347K | – | 704 |
|
|
2025
Q1 | $347K | Sell |
2,882
-26,141
| -90% | -$3.14M | 0.01% | 476 |
|
|
2024
Q4 | $3.21M | Buy |
29,023
+3,266
| +13% | +$362K | 0.09% | 145 |
|
|
2024
Q3 | $3.38M | Buy |
25,757
+2,640
| +11% | +$347K | 0.1% | 143 |
|
|
2024
Q2 | $2.88M | Buy |
23,117
+290
| +1% | +$36.2K | 0.09% | 143 |
|
|
2024
Q1 | $2.78M | Buy |
22,827
+106
| +0.5% | +$12.9K | 0.08% | 146 |
|
|
2023
Q4 | $2.89M | Buy |
22,721
+1,257
| +6% | +$160K | 0.1% | 133 |
|
|
2023
Q3 | $2.46M | Buy |
21,464
+1,865
| +10% | +$214K | 0.1% | 136 |
|
|
2023
Q2 | $2.37M | Sell |
19,599
-2,600
| -12% | -$315K | 0.1% | 140 |
|
|
2023
Q1 | $2.44M | Buy |
22,199
+920
| +4% | +$101K | 0.11% | 125 |
|
|
2022
Q4 | $2.21M | Buy |
21,279
+356
| +2% | +$37K | 0.1% | 126 |
|
|
2022
Q3 | $1.85M | Sell |
20,923
-346
| -2% | -$30.6K | 0.1% | 132 |
|
|
2022
Q2 | $2.07M | Sell |
21,269
-12,359
| -37% | -$1.2M | 0.11% | 122 |
|
|
2022
Q1 | $3.47M | Buy |
33,628
+12,855
| +62% | +$1.33M | 0.17% | 93 |
|
|
2021
Q4 | $2.79M | Buy |
20,773
+8,272
| +66% | +$1.11M | 0.14% | 103 |
|
|
2021
Q3 | $1.49M | Buy |
12,501
+2,603
| +26% | +$310K | 0.08% | 143 |
|
|
2021
Q2 | $1.25M | Buy |
9,898
+1,071
| +12% | +$136K | 0.08% | 161 |
|
|
2021
Q1 | $951K | Buy |
8,827
+368
| +4% | +$39.6K | 0.08% | 161 |
|
|
2020
Q4 | $805K | Buy |
8,459
+1,167
| +16% | +$111K | 0.06% | 178 |
|
|
2020
Q3 | $660K | Buy |
7,292
+96
| +1% | +$8.69K | 0.06% | 174 |
|
|
2020
Q2 | $547K | Buy |
7,196
+2,060
| +40% | +$157K | 0.05% | 195 |
|
|
2020
Q1 | $343K | Buy |
5,136
+1,555
| +43% | +$104K | 0.04% | 228 |
|
|
2019
Q4 | $279K | Buy |
+3,581
| New | +$279K | 0.03% | 268 |
|