MGWM
Marks Group Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
30,804
+42
| +0.1% | +$4.8K | 0.33% | 93 |
|
|
2025
Q1 | $3.7M | Sell |
30,762
-7,850
| -20% | -$944K | 0.36% | 90 |
|
|
2024
Q4 | $4.28M | Buy |
38,612
+1,016
| +3% | +$113K | 0.42% | 85 |
|
|
2024
Q3 | $4.94M | Sell |
37,596
-14,517
| -28% | -$1.91M | 0.47% | 81 |
|
|
2024
Q2 | $6.5M | Buy |
52,113
+1,762
| +3% | +$220K | 0.69% | 71 |
|
|
2024
Q1 | $6.12M | Buy |
50,351
+2,077
| +4% | +$253K | 0.64% | 72 |
|
|
2023
Q4 | $6.14M | Buy |
48,274
+689
| +1% | +$87.6K | 0.7% | 69 |
|
|
2023
Q3 | $5.45M | Sell |
47,585
-577
| -1% | -$66.1K | 0.68% | 70 |
|
|
2023
Q2 | $5.83M | Sell |
48,162
-453
| -0.9% | -$54.9K | 0.69% | 64 |
|
|
2023
Q1 | $5.35M | Buy |
48,615
+1,641
| +3% | +$181K | 0.68% | 66 |
|
|
2022
Q4 | $4.88M | Sell |
46,974
-246
| -0.5% | -$25.6K | 0.67% | 69 |
|
|
2022
Q3 | $4.17M | Buy |
47,220
+21,931
| +87% | +$1.94M | 0.63% | 66 |
|
|
2022
Q2 | $2.47M | Buy |
25,289
+16,383
| +184% | +$1.6M | 0.36% | 91 |
|
|
2022
Q1 | $919K | Buy |
8,906
+767
| +9% | +$79.1K | 0.12% | 171 |
|
|
2021
Q4 | $1.09M | Buy |
8,139
+875
| +12% | +$118K | 0.13% | 164 |
|
|
2021
Q3 | $855K | Buy |
+7,264
| New | +$855K | 0.12% | 162 |
|
|
2020
Q2 | – | Sell |
-12,553
| Closed | -$855K | – | 244 |
|
|
2020
Q1 | $855K | Sell |
12,553
-31,935
| -72% | -$2.18M | 0.22% | 126 |
|
|
2019
Q4 | $3.47M | Buy |
+44,488
| New | +$3.47M | 0.68% | 67 |
|