Integrated Wealth Concepts’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 | – | Sell |
-3,990
| Closed | -$480K | – | 1930 |
|
|
2025
Q1 | $480K | Buy |
3,990
+598
| +18% | +$71.9K | 0.01% | 1165 |
|
|
2024
Q4 | $376K | Buy |
3,392
+1,430
| +73% | +$158K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $258K | Sell |
1,962
-25
| -1% | -$3.29K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $248K | Buy |
1,987
+156
| +9% | +$19.5K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $223K | Buy |
+1,831
| New | +$223K | ﹤0.01% | 1473 |
|
|
2022
Q1 | – | Sell |
-5,717
| Closed | -$768K | – | 981 |
|
|
2021
Q4 | $768K | Buy |
5,717
+120
| +2% | +$16.1K | 0.02% | 502 |
|
|
2021
Q3 | $667K | Buy |
5,597
+276
| +5% | +$32.9K | 0.02% | 506 |
|
|
2021
Q2 | $674K | Buy |
+5,321
| New | +$674K | 0.02% | 458 |
|