EP Wealth Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
2,741
+518
| +23% | +$59.2K | ﹤0.01% | 992 |
|
|
2025
Q1 | $267K | Buy |
+2,223
| New | +$267K | ﹤0.01% | 971 |
|
|
2024
Q4 | – | Sell |
-1,765
| Closed | -$232K | – | 1266 |
|
|
2024
Q3 | $232K | Sell |
1,765
-147
| -8% | -$19.3K | ﹤0.01% | 973 |
|
|
2024
Q2 | $239K | Sell |
1,912
-19
| -1% | -$2.37K | ﹤0.01% | 716 |
|
|
2024
Q1 | $235K | Buy |
+1,931
| New | +$235K | ﹤0.01% | 699 |
|