KWM
Kingsview Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,720
| Closed | -$2.18M | – | 1115 |
|
|
2024
Q4 | $2.18M | Buy |
19,720
+2,378
| +14% | +$263K | 0.04% | 372 |
|
|
2024
Q3 | $2.28M | Buy |
17,342
+845
| +5% | +$111K | 0.05% | 342 |
|
|
2024
Q2 | $2.06M | Buy |
16,497
+3,100
| +23% | +$387K | 0.05% | 341 |
|
|
2024
Q1 | $1.63M | Buy |
+13,397
| New | +$1.63M | 0.04% | 384 |
|
|
2023
Q3 | – | Sell |
-9,280
| Closed | -$1.12M | – | 957 |
|
|
2023
Q2 | $1.12M | Sell |
9,280
-651
| -7% | -$78.9K | 0.04% | 374 |
|
|
2023
Q1 | $1.09M | Buy |
+9,931
| New | +$1.09M | 0.05% | 372 |
|
|
2021
Q1 | – | Sell |
-8,478
| Closed | -$806K | – | 826 |
|
|
2020
Q4 | $806K | Buy |
+8,478
| New | +$806K | 0.06% | 327 |
|