Glassman Wealth Services’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$25.4K | – | 746 |
|
|
2023
Q4 | $25.4K | Buy |
200
+6
| +3% | +$763 | ﹤0.01% | 629 |
|
|
2023
Q3 | $22.2K | Buy |
194
+11
| +6% | +$1.26K | ﹤0.01% | 640 |
|
|
2023
Q2 | $22.2K | Buy |
183
+4
| +2% | +$485 | ﹤0.01% | 597 |
|
|
2023
Q1 | $19.7K | Buy |
179
+7
| +4% | +$771 | ﹤0.01% | 640 |
|
|
2022
Q4 | $17.9K | Buy |
172
+40
| +30% | +$4.16K | ﹤0.01% | 690 |
|
|
2022
Q3 | $12K | Sell |
132
-116
| -47% | -$10.5K | ﹤0.01% | 742 |
|
|
2022
Q2 | $24K | Buy |
248
+46
| +23% | +$4.45K | ﹤0.01% | 573 |
|
|
2022
Q1 | $21K | Buy |
202
+84
| +71% | +$8.73K | ﹤0.01% | 628 |
|
|
2021
Q4 | $16K | Buy |
118
+24
| +26% | +$3.25K | ﹤0.01% | 669 |
|
|
2021
Q3 | $11K | Buy |
94
+23
| +32% | +$2.69K | ﹤0.01% | 745 |
|
|
2021
Q2 | $9K | Buy |
71
+9
| +15% | +$1.14K | ﹤0.01% | 773 |
|
|
2021
Q1 | $7K | Sell |
62
-143
| -70% | -$16.1K | ﹤0.01% | 791 |
|
|
2020
Q4 | $19K | Buy |
205
+8
| +4% | +$741 | ﹤0.01% | 542 |
|
|
2020
Q3 | $18K | Buy |
197
+170
| +630% | +$15.5K | 0.01% | 467 |
|
|
2020
Q2 | $2K | Buy |
27
+9
| +50% | +$667 | ﹤0.01% | 850 |
|
|
2020
Q1 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 862 |
|
|
2019
Q4 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 907 |
|
|
2019
Q3 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 1134 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 838 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 854 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 838 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 786 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 705 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 568 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 579 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 610 |
|