J.P. Morgan Private Wealth Advisors’s Expeditors International EXPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $6.6M | Sell |
57,560
-8,941
| -13% | -$1.02M | 0.02% | 450 |
|
2023
Q2 | $8.06M | Buy |
66,501
+266
| +0.4% | +$32.2K | 0.04% | 263 |
|
2023
Q1 | $7.29M | Sell |
66,235
-2,305
| -3% | -$254K | 0.02% | 498 |
|
2022
Q4 | $7.12M | Sell |
68,540
-5,972
| -8% | -$621K | 0.02% | 497 |
|
2022
Q3 | $6.58M | Sell |
74,512
-1,030
| -1% | -$91K | 0.02% | 489 |
|
2022
Q2 | $7.36M | Buy |
75,542
+484
| +0.6% | +$47.2K | 0.02% | 482 |
|
2022
Q1 | $7.74M | Sell |
75,058
-863
| -1% | -$89K | 0.02% | 512 |
|
2021
Q4 | $10.2M | Sell |
75,921
-3,318
| -4% | -$446K | 0.02% | 430 |
|
2021
Q3 | $9.44M | Buy |
79,239
+3,557
| +5% | +$424K | 0.02% | 436 |
|
2021
Q2 | $9.58M | Buy |
75,682
+2,968
| +4% | +$376K | 0.02% | 427 |
|
2021
Q1 | $7.83M | Sell |
72,714
-3,861
| -5% | -$416K | 0.03% | 411 |
|
2020
Q4 | $7.28M | Sell |
76,575
-3,281
| -4% | -$312K | 0.02% | 405 |
|
2020
Q3 | $7.23M | Sell |
79,856
-1,255
| -2% | -$114K | 0.03% | 379 |
|
2020
Q2 | $6.17M | Buy |
81,111
+6,738
| +9% | +$512K | 0.03% | 340 |
|
2020
Q1 | $4.96M | Sell |
74,373
-2,769
| -4% | -$185K | 0.03% | 358 |
|
2019
Q4 | $6.02M | Sell |
77,142
-1,854
| -2% | -$145K | 0.03% | 388 |
|
2019
Q3 | $5.87M | Buy |
78,996
+7,860
| +11% | +$584K | 0.03% | 375 |
|
2019
Q2 | $5.4M | Sell |
71,136
-318
| -0.4% | -$24.1K | 0.03% | 368 |
|
2019
Q1 | $5.42M | Buy |
71,454
+7,372
| +12% | +$559K | 0.03% | 389 |
|
2018
Q4 | $4.36M | Sell |
64,082
-7,146
| -10% | -$487K | 0.03% | 384 |
|
2018
Q3 | $5.24M | Sell |
71,228
-7,492
| -10% | -$551K | 0.03% | 417 |
|
2018
Q2 | $5.76M | Sell |
78,720
-1,933
| -2% | -$141K | 0.03% | 372 |
|
2018
Q1 | $5.11M | Buy |
80,653
+4,213
| +6% | +$267K | 0.03% | 320 |
|
2017
Q4 | $4.95M | Sell |
76,440
-1,592
| -2% | -$103K | 0.03% | 331 |
|
2017
Q3 | $4.67M | Buy |
78,032
+4,800
| +7% | +$287K | 0.03% | 328 |
|
2017
Q2 | $4.14M | Sell |
73,232
-1,336
| -2% | -$75.5K | 0.03% | 335 |
|
2017
Q1 | $4.21M | Buy |
74,568
+2,035
| +3% | +$115K | 0.03% | 331 |
|
2016
Q4 | $3.84M | Sell |
72,533
-5,101
| -7% | -$270K | 0.03% | 318 |
|
2016
Q3 | $4M | Sell |
77,634
-295
| -0.4% | -$15.2K | 0.04% | 307 |
|
2016
Q2 | $3.82M | Buy |
77,929
+3,800
| +5% | +$186K | 0.04% | 312 |
|
2016
Q1 | $3.62M | Sell |
74,129
-9,170
| -11% | -$448K | 0.03% | 297 |
|
2015
Q4 | $3.76M | Buy |
83,299
+11,316
| +16% | +$510K | 0.04% | 268 |
|
2015
Q3 | $3.39M | Sell |
71,983
-15,206
| -17% | -$715K | 0.04% | 265 |
|
2015
Q2 | $4.02M | Buy |
87,189
+4,024
| +5% | +$186K | 0.05% | 269 |
|
2015
Q1 | $4.01M | Sell |
83,165
-1,210
| -1% | -$58.3K | 0.05% | 270 |
|
2014
Q4 | $3.77M | Buy |
84,375
+6,326
| +8% | +$282K | 0.05% | 281 |
|
2014
Q3 | $3.17M | Sell |
78,049
-7,852
| -9% | -$319K | 0.04% | 304 |
|
2014
Q2 | $3.79M | Buy |
85,901
+552
| +0.6% | +$24.4K | 0.06% | 228 |
|
2014
Q1 | $3.38M | Sell |
85,349
-11,786
| -12% | -$467K | 0.06% | 232 |
|
2013
Q4 | $4.3M | Sell |
97,135
-4,549
| -4% | -$201K | 0.09% | 195 |
|
2013
Q3 | $4.48M | Sell |
101,684
-29,376
| -22% | -$1.29M | 0.1% | 187 |
|
2013
Q2 | $4.99M | Buy |
+131,060
| New | +$4.99M | 0.12% | 170 |
|