JWCA
J.W. Coons Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,789
| Closed | -$335K | – | 244 |
|
|
2025
Q1 | $335K | Sell |
2,789
-1,745
| -38% | -$210K | 0.09% | 181 |
|
|
2024
Q4 | $502K | Sell |
4,534
-130
| -3% | -$14.4K | 0.13% | 143 |
|
|
2024
Q3 | $613K | Sell |
4,664
-20
| -0.4% | -$2.63K | 0.15% | 131 |
|
|
2024
Q2 | $585K | Hold |
4,684
| – | – | 0.14% | 129 |
|
|
2024
Q1 | $569K | Sell |
4,684
-1,645
| -26% | -$200K | 0.13% | 139 |
|
|
2023
Q4 | $805K | Sell |
6,329
-450
| -7% | -$57.2K | 0.22% | 109 |
|
|
2023
Q3 | $777K | Buy |
6,779
+85
| +1% | +$9.74K | 0.22% | 102 |
|
|
2023
Q2 | $811K | Buy |
6,694
+1,555
| +30% | +$188K | 0.22% | 101 |
|
|
2023
Q1 | $566K | Buy |
5,139
+20
| +0.4% | +$2.2K | 0.16% | 133 |
|
|
2022
Q4 | $532K | Buy |
5,119
+115
| +2% | +$12K | 0.16% | 132 |
|
|
2022
Q3 | $442K | Buy |
5,004
+870
| +21% | +$76.8K | 0.17% | 139 |
|
|
2022
Q2 | $402K | Sell |
4,134
-236
| -5% | -$22.9K | 0.14% | 161 |
|
|
2022
Q1 | $450K | Sell |
4,370
-45
| -1% | -$4.63K | 0.13% | 158 |
|
|
2021
Q4 | $590K | Buy |
4,415
+1,194
| +37% | +$160K | 0.18% | 136 |
|
|
2021
Q3 | $386K | Buy |
3,221
+800
| +33% | +$95.9K | 0.13% | 163 |
|
|
2021
Q2 | $307K | Buy |
2,421
+62
| +3% | +$7.86K | 0.11% | 170 |
|
|
2021
Q1 | $254K | Buy |
2,359
+220
| +10% | +$23.7K | 0.09% | 191 |
|
|
2020
Q4 | $203K | Buy |
+2,139
| New | +$203K | 0.08% | 199 |
|