KFA
Kelleher Financial Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,615
| Closed | -$844K | – | 132 |
|
|
2024
Q4 | $844K | Buy |
7,615
+15
| +0.2% | +$1.66K | 0.32% | 44 |
|
|
2024
Q3 | $999K | Hold |
7,600
| – | – | 0.38% | 35 |
|
|
2024
Q2 | $948K | Hold |
7,600
| – | – | 0.39% | 33 |
|
|
2024
Q1 | $924K | Hold |
7,600
| – | – | 0.38% | 35 |
|
|
2023
Q4 | $967K | Hold |
7,600
| – | – | 0.45% | 31 |
|
|
2023
Q3 | $871K | Hold |
7,600
| – | – | 0.45% | 34 |
|
|
2023
Q2 | $921K | Hold |
7,600
| – | – | 0.53% | 33 |
|
|
2023
Q1 | $837K | Hold |
7,600
| – | – | 0.55% | 33 |
|
|
2022
Q4 | $790K | Sell |
7,600
-51
| -0.7% | -$5.3K | 0.59% | 32 |
|
|
2022
Q3 | $675K | Hold |
7,651
| – | – | 0.48% | 44 |
|
|
2022
Q2 | $745K | Hold |
7,651
| – | – | 0.34% | 55 |
|
|
2022
Q1 | $789K | Buy |
7,651
+51
| +0.7% | +$5.26K | 0.44% | 46 |
|
|
2021
Q4 | $1.02M | Hold |
7,600
| – | – | 0.54% | 37 |
|
|
2021
Q3 | $905K | Hold |
7,600
| – | – | 0.4% | 56 |
|
|
2021
Q2 | $962K | Buy |
+7,600
| New | +$962K | 0.54% | 35 |
|