IAA
Independent Advisor Alliance’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
21,406
-11,457
| -35% | -$1.31M | 0.07% | 236 |
|
|
2025
Q1 | $3.95M | Sell |
32,863
-11,963
| -27% | -$1.44M | 0.13% | 142 |
|
|
2024
Q4 | $4.97M | Sell |
44,826
-2,781
| -6% | -$308K | 0.07% | 269 |
|
|
2024
Q3 | $6.26M | Sell |
47,607
-5,235
| -10% | -$688K | 0.23% | 83 |
|
|
2024
Q2 | $6.59M | Sell |
52,842
-5,284
| -9% | -$659K | 0.23% | 82 |
|
|
2024
Q1 | $7.07M | Sell |
58,126
-712
| -1% | -$86.6K | 0.26% | 75 |
|
|
2023
Q4 | $7.48M | Sell |
58,838
-3,737
| -6% | -$475K | 0.27% | 67 |
|
|
2023
Q3 | $7.17M | Sell |
62,575
-4,615
| -7% | -$529K | 0.32% | 59 |
|
|
2023
Q2 | $8.14M | Sell |
67,190
-1,904
| -3% | -$231K | 0.36% | 60 |
|
|
2023
Q1 | $7.61M | Sell |
69,094
-3,435
| -5% | -$378K | 0.37% | 61 |
|
|
2022
Q4 | $7.54K | Sell |
72,529
-85
| -0.1% | -$9 | ﹤0.01% | 179 |
|
|
2022
Q3 | $6.41M | Buy |
72,614
+1,616
| +2% | +$143K | 0.37% | 65 |
|
|
2022
Q2 | $6.92M | Buy |
70,998
+733
| +1% | +$71.4K | 0.39% | 62 |
|
|
2022
Q1 | $7.25M | Buy |
70,265
+1,018
| +1% | +$105K | 0.35% | 65 |
|
|
2021
Q4 | $9.3M | Buy |
69,247
+2,225
| +3% | +$299K | 0.46% | 54 |
|
|
2021
Q3 | $7.98M | Buy |
67,022
+137
| +0.2% | +$16.3K | 0.44% | 61 |
|
|
2021
Q2 | $8.47M | Sell |
66,885
-6,258
| -9% | -$792K | 0.46% | 57 |
|
|
2021
Q1 | $7.88M | Buy |
73,143
+12,905
| +21% | +$1.39M | 0.47% | 58 |
|
|
2020
Q4 | $5.73M | Buy |
60,238
+78
| +0.1% | +$7.42K | 0.39% | 68 |
|
|
2020
Q3 | $5.45M | Buy |
+60,160
| New | +$5.45M | 0.41% | 67 |
|