PFWA
Paces Ferry Wealth Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
2,030
-68
| -3% | -$7.77K | 0.11% | 105 |
|
|
2025
Q1 | $252K | Sell |
2,098
-27
| -1% | -$3.25K | 0.13% | 103 |
|
|
2024
Q4 | $235K | Sell |
2,125
-114
| -5% | -$12.6K | 0.11% | 111 |
|
|
2024
Q3 | $294K | Sell |
2,239
-9
| -0.4% | -$1.18K | 0.17% | 91 |
|
|
2024
Q2 | $281K | Sell |
2,248
-45
| -2% | -$5.62K | 0.17% | 88 |
|
|
2024
Q1 | $279K | Sell |
2,293
-133
| -5% | -$16.2K | 0.18% | 88 |
|
|
2023
Q4 | $309K | Sell |
2,426
-52
| -2% | -$6.61K | 0.21% | 84 |
|
|
2023
Q3 | $284K | Sell |
2,478
-47
| -2% | -$5.39K | 0.23% | 83 |
|
|
2023
Q2 | $306K | Buy |
2,525
+7
| +0.3% | +$848 | 0.23% | 82 |
|
|
2023
Q1 | $277K | Sell |
2,518
-39
| -2% | -$4.3K | 0.22% | 89 |
|
|
2022
Q4 | $266K | Sell |
2,557
-7
| -0.3% | -$727 | 0.26% | 83 |
|
|
2022
Q3 | $226K | Sell |
2,564
-4
| -0.2% | -$353 | 0.25% | 84 |
|
|
2022
Q2 | $250K | Sell |
2,568
-11
| -0.4% | -$1.07K | 0.25% | 86 |
|
|
2022
Q1 | $266K | Sell |
2,579
-557
| -18% | -$57.4K | 0.21% | 93 |
|
|
2021
Q4 | $421K | Sell |
3,136
-154
| -5% | -$20.7K | 0.3% | 70 |
|
|
2021
Q3 | $392K | Sell |
3,290
-641
| -16% | -$76.4K | 0.31% | 72 |
|
|
2021
Q2 | $498K | Sell |
3,931
-63
| -2% | -$7.98K | 0.38% | 60 |
|
|
2021
Q1 | $430K | Sell |
3,994
-26
| -0.6% | -$2.8K | 0.37% | 63 |
|
|
2020
Q4 | $382K | Sell |
4,020
-276
| -6% | -$26.2K | 0.35% | 69 |
|
|
2020
Q3 | $389K | Buy |
+4,296
| New | +$389K | 0.34% | 67 |
|