Merriman Wealth Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,926
| Closed | -$304K | – | 202 |
|
|
2022
Q4 | $304K | Buy |
2,926
+52
| +2% | +$5.4K | 0.02% | 169 |
|
|
2022
Q3 | $254K | Hold |
2,874
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $280K | Hold |
2,874
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $296K | Sell |
2,874
-1,031
| -26% | -$106K | 0.02% | 166 |
|
|
2021
Q4 | $524K | Hold |
3,905
| – | – | 0.04% | 144 |
|
|
2021
Q3 | $465K | Buy |
3,905
+224
| +6% | +$26.7K | 0.04% | 144 |
|
|
2021
Q2 | $466K | Hold |
3,681
| – | – | 0.04% | 163 |
|
|
2021
Q1 | $396K | Sell |
3,681
-1,113
| -23% | -$120K | 0.05% | 143 |
|
|
2020
Q4 | $456K | Sell |
4,794
-1,197
| -20% | -$114K | 0.05% | 149 |
|
|
2020
Q3 | $542K | Sell |
5,991
-153
| -2% | -$13.8K | 0.08% | 101 |
|
|
2020
Q2 | $467K | Sell |
6,144
-500
| -8% | -$38K | 0.07% | 111 |
|
|
2020
Q1 | $443K | Buy |
6,644
+3,291
| +98% | +$219K | 0.1% | 93 |
|
|
2019
Q4 | $262K | Hold |
3,353
| – | – | 0.05% | 155 |
|
|
2019
Q3 | $249K | Buy |
3,353
+459
| +16% | +$34.1K | 0.05% | 153 |
|
|
2019
Q2 | $2.2K | Hold |
2,894
| – | – | 0.04% | 168 |
|
|
2019
Q1 | $220K | Buy |
+2,894
| New | +$220K | 0.04% | 184 |
|
|
2018
Q4 | – | Sell |
-2,799
| Closed | -$206K | – | 181 |
|
|
2018
Q3 | $206K | Hold |
2,799
| – | – | 0.04% | 167 |
|
|
2018
Q2 | $205K | Buy |
+2,799
| New | +$205K | 0.05% | 159 |
|
|
2018
Q1 | – | Sell |
-3,108
| Closed | -$201K | – | 191 |
|
|
2017
Q4 | $201K | Sell |
3,108
-375
| -11% | -$24.3K | 0.05% | 158 |
|
|
2017
Q3 | $208K | Buy |
+3,483
| New | +$208K | 0.05% | 149 |
|