KCM Investment Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,665
| Closed | -$212K | – | 383 |
|
|
2023
Q4 | $212K | Sell |
1,665
-1,117
| -40% | -$142K | 0.01% | 352 |
|
|
2023
Q3 | $319K | Sell |
2,782
-500
| -15% | -$57.3K | 0.01% | 299 |
|
|
2023
Q2 | $398K | Hold |
3,282
| – | – | 0.02% | 283 |
|
|
2023
Q1 | $361K | Sell |
3,282
-260
| -7% | -$28.6K | 0.01% | 310 |
|
|
2022
Q4 | $368K | Hold |
3,542
| – | – | 0.02% | 305 |
|
|
2022
Q3 | $313K | Hold |
3,542
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $345K | Sell |
3,542
-181
| -5% | -$17.6K | 0.02% | 307 |
|
|
2022
Q1 | $384K | Buy |
3,723
+45
| +1% | +$4.64K | 0.01% | 325 |
|
|
2021
Q4 | $494K | Buy |
3,678
+337
| +10% | +$45.3K | 0.02% | 291 |
|
|
2021
Q3 | $398K | Hold |
3,341
| – | – | 0.02% | 296 |
|
|
2021
Q2 | $423K | Buy |
3,341
+46
| +1% | +$5.82K | 0.02% | 287 |
|
|
2021
Q1 | $355K | Hold |
3,295
| – | – | 0.02% | 286 |
|
|
2020
Q4 | $313K | Buy |
+3,295
| New | +$313K | 0.02% | 284 |
|