Geneos Wealth Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Sell |
211
-301
| -59% | -$34.4K | ﹤0.01% | 1939 |
|
|
2025
Q1 | $61.6K | Buy |
512
+379
| +285% | +$45.6K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $14.7K | Sell |
133
-1
| -0.7% | -$111 | ﹤0.01% | 1874 |
|
|
2024
Q3 | $17.6K | Sell |
134
-547
| -80% | -$71.9K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $85K | Buy |
681
+327
| +92% | +$40.8K | ﹤0.01% | 916 |
|
|
2024
Q1 | $43K | Sell |
354
-9
| -2% | -$1.09K | ﹤0.01% | 1120 |
|
|
2023
Q4 | $46.2K | Buy |
363
+12
| +3% | +$1.53K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $40.2K | Buy |
351
+9
| +3% | +$1.03K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $41.4K | Buy |
342
+17
| +5% | +$2.06K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $35.8K | Hold |
325
| – | – | ﹤0.01% | 1171 |
|
|
2022
Q4 | $33.8K | Hold |
325
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q3 | $28K | Buy |
+325
| New | +$28K | ﹤0.01% | 1216 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$3K | – | 2797 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 2567 |
|
|
2021
Q2 | $4K | Sell |
33
-53
| -62% | -$6.42K | ﹤0.01% | 2504 |
|
|
2021
Q1 | $9K | Hold |
86
| – | – | ﹤0.01% | 2415 |
|
|
2020
Q4 | $3K | Buy |
86
+53
| +161% | +$1.85K | ﹤0.01% | 2613 |
|
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2404 |
|
|
2020
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 2251 |
|
|
2019
Q4 | $2K | Sell |
33
-113
| -77% | -$6.85K | ﹤0.01% | 2367 |
|
|
2019
Q3 | $10K | Hold |
146
| – | – | ﹤0.01% | 1887 |
|
|
2019
Q2 | $11K | Sell |
146
-2
| -1% | -$151 | ﹤0.01% | 1873 |
|
|
2019
Q1 | $11K | Buy |
148
+33
| +29% | +$2.45K | ﹤0.01% | 1804 |
|
|
2018
Q4 | $7K | Sell |
115
-185
| -62% | -$11.3K | ﹤0.01% | 1877 |
|
|
2018
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 1529 |
|
|
2018
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 1418 |
|
|
2018
Q1 | $18K | Sell |
300
-137
| -31% | -$8.22K | ﹤0.01% | 1429 |
|
|
2017
Q4 | $28K | Hold |
437
| – | – | ﹤0.01% | 1260 |
|
|
2017
Q3 | $26K | Hold |
437
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q2 | $24K | Hold |
437
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q1 | $24K | Hold |
437
| – | – | ﹤0.01% | 1172 |
|
|
2016
Q4 | $23K | Hold |
437
| – | – | ﹤0.01% | 1123 |
|
|
2016
Q3 | $22K | Buy |
437
+137
| +46% | +$6.9K | ﹤0.01% | 1096 |
|
|
2016
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 1225 |
|
|
2016
Q1 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 1189 |
|