OWP
ORG Wealth Partners’s Expeditors International EXPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $162K | Sell |
1,376
-30
| -2% | -$3.53K | 0.04% | 192 |
|
2025
Q1 | $172K | Buy |
1,406
+353
| +34% | +$43.1K | 0.05% | 201 |
|
2024
Q4 | $117K | Sell |
1,053
-768
| -42% | -$85.1K | 0.04% | 159 |
|
2024
Q3 | $239K | Buy |
+1,821
| New | +$239K | 0.08% | 115 |
|