NewEdge Wealth’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,534
| Closed | -$202K | – | 930 |
|
|
2024
Q3 | $202K | Buy |
+1,534
| New | +$202K | ﹤0.01% | 843 |
|
|
2024
Q2 | – | Sell |
-1,917
| Closed | -$218K | – | 785 |
|
|
2024
Q1 | $218K | Sell |
1,917
-4,370
| -70% | -$498K | ﹤0.01% | 746 |
|
|
2023
Q4 | $800K | Sell |
6,287
-10,794
| -63% | -$1.37M | 0.02% | 436 |
|
|
2023
Q3 | $1.96M | Sell |
17,081
-88,093
| -84% | -$10.1M | 0.06% | 262 |
|
|
2023
Q2 | $12.7M | Buy |
+105,174
| New | +$12.7M | 0.43% | 69 |
|
|
2022
Q3 | – | Sell |
-2,788
| Closed | -$272K | – | 553 |
|
|
2022
Q2 | $272K | Buy |
+2,788
| New | +$272K | 0.01% | 482 |
|