JFS 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 | $16.8K | Sell |
147
-54
| -27% | -$6.17K | ﹤0.01% | 698 |
|
|
2025
Q1 | $24.2K | Hold |
201
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $22.3K | Sell |
201
-9
| -4% | -$997 | ﹤0.01% | 616 |
|
|
2024
Q3 | $27.6K | Buy |
210
+3
| +1% | +$394 | ﹤0.01% | 575 |
|
|
2024
Q2 | $25.8K | Sell |
207
-2
| -1% | -$250 | ﹤0.01% | 548 |
|
|
2024
Q1 | $25.4K | Hold |
209
| – | – | ﹤0.01% | 577 |
|
|
2023
Q4 | $26.6K | Buy |
209
+7
| +3% | +$890 | ﹤0.01% | 525 |
|
|
2023
Q3 | $23.2K | Hold |
202
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $24.5K | Hold |
202
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $22.2K | Buy |
202
+11
| +6% | +$1.21K | ﹤0.01% | 506 |
|
|
2022
Q4 | $19.8K | Sell |
191
-6
| -3% | -$624 | ﹤0.01% | 538 |
|
|
2022
Q3 | $17K | Buy |
197
+61
| +45% | +$5.26K | ﹤0.01% | 603 |
|
|
2022
Q2 | $13K | Sell |
136
-12
| -8% | -$1.15K | ﹤0.01% | 693 |
|
|
2022
Q1 | $15K | Buy |
148
+128
| +640% | +$13K | ﹤0.01% | 676 |
|
|
2021
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 933 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 538 |
|
|
2016
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 567 |
|