Simplicity Wealth’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 | $921K | Buy |
8,064
+1,767
| +28% | +$202K | 0.04% | 345 |
|
|
2025
Q1 | $757K | Buy |
6,297
+3,732
| +145% | +$449K | 0.06% | 283 |
|
|
2024
Q4 | $284K | Sell |
2,565
-4,407
| -63% | -$488K | 0.06% | 248 |
|
|
2024
Q3 | $916K | Buy |
6,972
+2,715
| +64% | +$357K | 0.08% | 210 |
|
|
2024
Q2 | $531K | Sell |
4,257
-80
| -2% | -$9.98K | 0.01% | 734 |
|
|
2024
Q1 | $527K | Buy |
+4,337
| New | +$527K | 0.01% | 716 |
|