EverSource Wealth Advisors’s Expeditors International EXPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127K Buy
1,113
+255
+30% +$29.1K 0.01% 1068
2025
Q1
$103K Sell
858
-6,578
-88% -$791K 0.01% 895
2024
Q4
$824K Buy
7,436
+125
+2% +$13.8K 0.05% 273
2024
Q3
$961K Sell
7,311
-36
-0.5% -$4.73K 0.06% 223
2024
Q2
$917K Buy
7,347
+35
+0.5% +$4.37K 0.06% 224
2024
Q1
$814K Buy
7,312
+76
+1% +$8.46K 0.06% 204
2023
Q4
$920K Buy
7,236
+23
+0.3% +$2.93K 0.08% 171
2023
Q3
$827K Buy
7,213
+5
+0.1% +$573 0.09% 170
2023
Q2
$873K Buy
7,208
+6,635
+1,158% +$804K 0.1% 170
2023
Q1
$63.1K Sell
573
-6
-1% -$661 0.01% 700
2022
Q4
$60.2K Sell
579
-313
-35% -$32.5K 0.01% 692
2022
Q3
$78K Buy
892
+138
+18% +$12.1K 0.02% 506
2022
Q2
$74K Buy
754
+698
+1,246% +$68.5K 0.02% 469
2022
Q1
$5K Buy
56
+10
+22% +$893 ﹤0.01% 1240
2021
Q4
$6K Buy
+46
New +$6K ﹤0.01% 1177