Physician Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
114
+14
| +14% | +$1.6K | ﹤0.01% | 602 |
|
|
2025
Q1 | $12.1K | Sell |
100
-916
| -90% | -$110K | ﹤0.01% | 582 |
|
|
2024
Q4 | $113K | Sell |
1,016
-916
| -47% | -$101K | 0.02% | 240 |
|
|
2024
Q3 | $234K | Hold |
1,932
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $235K | Sell |
1,932
-917
| -32% | -$112K | 0.04% | 156 |
|
|
2024
Q1 | $329K | Hold |
2,849
| – | – | 0.07% | 121 |
|
|
2023
Q4 | $367K | Hold |
2,849
| – | – | 0.08% | 105 |
|
|
2023
Q3 | $333K | Hold |
2,849
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $347K | Hold |
2,849
| – | – | 0.09% | 99 |
|
|
2023
Q1 | $319K | Hold |
2,849
| – | – | 0.08% | 101 |
|
|
2022
Q4 | $309K | Sell |
2,849
-1,148
| -29% | -$124K | 0.08% | 106 |
|
|
2022
Q3 | $363K | Sell |
3,997
-684
| -15% | -$62.1K | 0.11% | 93 |
|
|
2022
Q2 | $498K | Hold |
4,681
| – | – | 0.14% | 77 |
|
|
2022
Q1 | $519K | Sell |
4,681
-100
| -2% | -$11.1K | 0.14% | 83 |
|
|
2021
Q4 | $612K | Sell |
4,781
-300
| -6% | -$38.4K | 0.16% | 78 |
|
|
2021
Q3 | $590K | Hold |
5,081
| – | – | 0.16% | 79 |
|
|
2021
Q2 | $652K | Hold |
5,081
| – | – | 0.19% | 69 |
|
|
2021
Q1 | $562K | Hold |
5,081
| – | – | 0.18% | 72 |
|
|
2020
Q4 | $479K | Hold |
5,081
| – | – | 0.16% | 80 |
|
|
2020
Q3 | $450K | Hold |
5,081
| – | – | 0.18% | 74 |
|
|
2020
Q2 | $433K | Hold |
5,081
| – | – | 0.17% | 76 |
|
|
2020
Q1 | $358K | Hold |
5,081
| – | – | 0.18% | 73 |
|
|
2019
Q4 | $394K | Hold |
5,081
| – | – | 0.18% | 69 |
|
|
2019
Q3 | $389K | Buy |
+5,081
| New | +$389K | 0.19% | 67 |
|