KWA
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Kingswood Wealth Advisors’s Expeditors International EXPD Stock Holding History

Kingswood Wealth Advisors’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Sell
2,619
-34
-1% -$3.89K 0.02% 572
2025
Q1 		$319K Sell
2,653
-248
-9% -$29.8K 0.03% 525
2024
Q4 		$321K Sell
2,901
-380
-12% -$42.1K 0.02% 583
2024
Q3 		$431K Buy
+3,281
New +$431K 0.03% 496