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 |
|