Icon Wealth Advisors’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 | $214K | Buy |
1,873
+269
| +17% | +$30.7K | 0.02% | 358 |
|
|
2025
Q1 | $193K | Buy |
1,604
+157
| +11% | +$18.9K | 0.02% | 360 |
|
|
2024
Q4 | $160K | Sell |
1,447
-20
| -1% | -$2.22K | 0.01% | 415 |
|
|
2024
Q3 | $193K | Buy |
1,467
+10
| +0.7% | +$1.31K | 0.02% | 364 |
|
|
2024
Q2 | $182K | Buy |
1,457
+86
| +6% | +$10.7K | 0.02% | 348 |
|
|
2024
Q1 | $167K | Buy |
1,371
+200
| +17% | +$24.3K | 0.02% | 369 |
|
|
2023
Q4 | $149K | Buy |
+1,171
| New | +$149K | 0.02% | 357 |
|
|
2022
Q4 | – | Sell |
-1,152
| Closed | -$102K | – | 359 |
|
|
2022
Q3 | $102K | Buy |
+1,152
| New | +$102K | 0.01% | 393 |
|