Sequoia 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 | $337K | Buy |
2,946
+218
| +8% | +$24.9K | ﹤0.01% | 1202 |
|
2025
Q1 | $328K | Sell |
2,728
-303
| -10% | -$36.4K | ﹤0.01% | 1019 |
|
2024
Q4 | $336K | Buy |
3,031
+287
| +10% | +$31.8K | ﹤0.01% | 972 |
|
2024
Q3 | $361K | Buy |
2,744
+178
| +7% | +$23.4K | ﹤0.01% | 888 |
|
2024
Q2 | $320K | Buy |
2,566
+243
| +10% | +$30.3K | ﹤0.01% | 857 |
|
2024
Q1 | $282K | Sell |
2,323
-2,932
| -56% | -$356K | ﹤0.01% | 882 |
|
2023
Q4 | $668K | Buy |
+5,255
| New | +$668K | 0.01% | 654 |
|