Plante Moran Financial 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 | $18.7K | Buy |
164
+1
| +0.6% | +$114 | ﹤0.01% | 481 |
|
2025
Q1 | $19.5K | Hold |
163
| – | – | ﹤0.01% | 488 |
|
2024
Q4 | $18K | Buy |
163
+1
| +0.6% | +$110 | ﹤0.01% | 503 |
|
2024
Q3 | $21.2K | Hold |
162
| – | – | ﹤0.01% | 519 |
|
2024
Q2 | $20.2K | Buy |
162
+1
| +0.6% | +$124 | ﹤0.01% | 478 |
|
2024
Q1 | $19.5K | Hold |
161
| – | – | ﹤0.01% | 508 |
|
2023
Q4 | $20.4K | Buy |
161
+1
| +0.6% | +$127 | ﹤0.01% | 452 |
|
2023
Q3 | $18.3K | Hold |
160
| – | – | ﹤0.01% | 443 |
|
2023
Q2 | $19.3K | Buy |
160
+1
| +0.6% | +$121 | ﹤0.01% | 453 |
|
2023
Q1 | $17.5K | Buy |
+159
| New | +$17.5K | ﹤0.01% | 476 |
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 869 |
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 958 |
|