MWM
Mission Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
11,454
+122
| +1% | +$13.9K | 0.03% | 264 |
|
|
2025
Q1 | $1.36M | Buy |
11,332
+405
| +4% | +$48.7K | 0.03% | 232 |
|
|
2024
Q4 | $1.21M | Sell |
10,927
-1,225
| -10% | -$136K | 0.03% | 234 |
|
|
2024
Q3 | $1.6M | Sell |
12,152
-183
| -1% | -$24K | 0.04% | 199 |
|
|
2024
Q2 | $1.54M | Sell |
12,335
-260
| -2% | -$32.4K | 0.04% | 191 |
|
|
2024
Q1 | $1.53M | Buy |
12,595
+174
| +1% | +$21.2K | 0.04% | 206 |
|
|
2023
Q4 | $1.58M | Buy |
12,421
+362
| +3% | +$46K | 0.05% | 171 |
|
|
2023
Q3 | $1.38M | Buy |
12,059
+7
| +0.1% | +$802 | 0.05% | 171 |
|
|
2023
Q2 | $1.46M | Sell |
12,052
-458
| -4% | -$55.5K | 0.06% | 164 |
|
|
2023
Q1 | $1.38M | Buy |
12,510
+77
| +0.6% | +$8.48K | 0.06% | 169 |
|
|
2022
Q4 | $1.29M | Buy |
12,433
+92
| +0.7% | +$9.56K | 0.06% | 160 |
|
|
2022
Q3 | $1.09M | Sell |
12,341
-130
| -1% | -$11.5K | 0.06% | 165 |
|
|
2022
Q2 | $1.22M | Buy |
12,471
+1,463
| +13% | +$143K | 0.06% | 156 |
|
|
2022
Q1 | $1.14M | Buy |
11,008
+1,348
| +14% | +$139K | 0.05% | 167 |
|
|
2021
Q4 | $1.3M | Sell |
9,660
-148
| -2% | -$19.9K | 0.06% | 153 |
|
|
2021
Q3 | $1.17M | Sell |
9,808
-348
| -3% | -$41.4K | 0.06% | 153 |
|
|
2021
Q2 | $1.29M | Sell |
10,156
-114
| -1% | -$14.4K | 0.07% | 139 |
|
|
2021
Q1 | $1.11M | Buy |
10,270
+765
| +8% | +$82.4K | 0.06% | 142 |
|
|
2020
Q4 | $904K | Buy |
9,505
+1,893
| +25% | +$180K | 0.06% | 153 |
|
|
2020
Q3 | $689K | Buy |
7,612
+207
| +3% | +$18.7K | 0.05% | 162 |
|
|
2020
Q2 | $563K | Sell |
7,405
-319
| -4% | -$24.3K | 0.05% | 168 |
|
|
2020
Q1 | $515K | Sell |
7,724
-2
| -0% | -$133 | 0.06% | 157 |
|
|
2019
Q4 | $603K | Buy |
7,726
+183
| +2% | +$14.3K | 0.06% | 165 |
|
|
2019
Q3 | $560K | Sell |
7,543
-220
| -3% | -$16.3K | 0.06% | 159 |
|
|
2019
Q2 | $589K | Buy |
7,763
+101
| +1% | +$7.66K | 0.07% | 150 |
|
|
2019
Q1 | $582K | Sell |
7,662
-350
| -4% | -$26.6K | 0.07% | 147 |
|
|
2018
Q4 | $546K | Buy |
8,012
+990
| +14% | +$67.5K | 0.07% | 137 |
|
|
2018
Q3 | $516K | Buy |
7,022
+150
| +2% | +$11K | 0.07% | 150 |
|
|
2018
Q2 | $502K | Buy |
6,872
+96
| +1% | +$7.01K | 0.07% | 138 |
|
|
2018
Q1 | $429K | Buy |
6,776
+270
| +4% | +$17.1K | 0.07% | 130 |
|
|
2017
Q4 | $421K | Sell |
6,506
-24
| -0.4% | -$1.55K | 0.07% | 120 |
|
|
2017
Q3 | $391K | Buy |
6,530
+829
| +15% | +$49.6K | 0.07% | 119 |
|
|
2017
Q2 | $322K | Buy |
5,701
+690
| +14% | +$39K | 0.06% | 125 |
|
|
2017
Q1 | $283K | Buy |
5,011
+226
| +5% | +$12.8K | 0.06% | 137 |
|
|
2016
Q4 | $253K | Buy |
4,785
+430
| +10% | +$22.7K | 0.05% | 145 |
|
|
2016
Q3 | $224K | Buy |
4,355
+135
| +3% | +$6.94K | 0.05% | 150 |
|
|
2016
Q2 | $207K | Hold |
4,220
| – | – | 0.06% | 149 |
|
|
2016
Q1 | $206K | Buy |
+4,220
| New | +$206K | 0.06% | 145 |
|
|
2015
Q3 | – | Sell |
-4,220
| Closed | -$203K | – | 144 |
|
|
2015
Q2 | $203K | Buy |
+4,220
| New | +$203K | 0.07% | 132 |
|