EWM
Evercore Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,368
| Closed | -$214K | – | 423 |
|
|
2020
Q3 | $214K | Sell |
2,368
-2,000
| -46% | -$181K | 0.01% | 356 |
|
|
2020
Q2 | $332K | Sell |
4,368
-114
| -3% | -$8.67K | 0.01% | 296 |
|
|
2020
Q1 | $299K | Buy |
4,482
+88
| +2% | +$5.87K | 0.01% | 296 |
|
|
2019
Q4 | $343K | Sell |
4,394
-2,187
| -33% | -$171K | 0.01% | 330 |
|
|
2019
Q3 | $489K | Buy |
6,581
+1,328
| +25% | +$98.7K | 0.01% | 273 |
|
|
2019
Q2 | $399K | Buy |
5,253
+307
| +6% | +$23.3K | 0.01% | 304 |
|
|
2019
Q1 | $376K | Hold |
4,946
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $337K | Buy |
4,946
+516
| +12% | +$35.2K | 0.01% | 292 |
|
|
2018
Q3 | $326K | Buy |
4,430
+15
| +0.3% | +$1.1K | 0.01% | 333 |
|
|
2018
Q2 | $323K | Hold |
4,415
| – | – | 0.01% | 318 |
|
|
2018
Q1 | $279K | Hold |
4,415
| – | – | 0.01% | 306 |
|
|
2017
Q4 | $286K | Sell |
4,415
-540
| -11% | -$35K | 0.01% | 314 |
|
|
2017
Q3 | $297K | Hold |
4,955
| – | – | 0.01% | 316 |
|
|
2017
Q2 | $280K | Sell |
4,955
-4,300
| -46% | -$243K | 0.01% | 325 |
|
|
2017
Q1 | $523K | Sell |
9,255
-1,590
| -15% | -$89.9K | 0.02% | 254 |
|
|
2016
Q4 | $574K | Buy |
10,845
+4,350
| +67% | +$230K | 0.02% | 242 |
|
|
2016
Q3 | $335K | Sell |
6,495
-1,637
| -20% | -$84.4K | 0.01% | 298 |
|
|
2016
Q2 | $399K | Sell |
8,132
-3,583
| -31% | -$176K | 0.02% | 268 |
|
|
2016
Q1 | $572K | Sell |
11,715
-500
| -4% | -$24.4K | 0.03% | 219 |
|
|
2015
Q4 | $551K | Sell |
12,215
-1,500
| -11% | -$67.7K | 0.03% | 241 |
|
|
2015
Q3 | $645K | Buy |
13,715
+235
| +2% | +$11.1K | 0.03% | 226 |
|
|
2015
Q2 | $621K | Sell |
13,480
-400
| -3% | -$18.4K | 0.03% | 247 |
|
|
2015
Q1 | $669K | Sell |
13,880
-1,745
| -11% | -$84.1K | 0.03% | 238 |
|
|
2014
Q4 | $697K | Sell |
15,625
-155
| -1% | -$6.91K | 0.03% | 203 |
|
|
2014
Q3 | $640K | Hold |
15,780
| – | – | 0.03% | 231 |
|
|
2014
Q2 | $697K | Sell |
15,780
-2,050
| -11% | -$90.5K | 0.04% | 229 |
|
|
2014
Q1 | $707K | Sell |
17,830
-116,463
| -87% | -$4.62M | 0.04% | 215 |
|
|
2013
Q4 | $5.94M | Sell |
134,293
-7,171
| -5% | -$317K | 0.33% | 85 |
|
|
2013
Q3 | $6.23M | Sell |
141,464
-1,559
| -1% | -$68.7K | 0.36% | 83 |
|
|
2013
Q2 | $5.44M | Buy |
+143,023
| New | +$5.44M | 0.31% | 87 |
|