SSW
Smith Shellnut Wilson’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,299
| Closed | -$276K | – | 141 |
|
|
2025
Q1 | $276K | Sell |
2,299
-21
| -0.9% | -$2.53K | 0.13% | 114 |
|
|
2024
Q4 | $257K | Buy |
2,320
+118
| +5% | +$13.1K | 0.11% | 124 |
|
|
2024
Q3 | $289K | Sell |
2,202
-450
| -17% | -$59.1K | 0.13% | 110 |
|
|
2024
Q2 | $331K | Buy |
2,652
+517
| +24% | +$64.5K | 0.16% | 95 |
|
|
2024
Q1 | $260K | Hold |
2,135
| – | – | 0.14% | 110 |
|
|
2023
Q4 | $272K | Hold |
2,135
| – | – | 0.16% | 104 |
|
|
2023
Q3 | $245K | Hold |
2,135
| – | – | 0.15% | 114 |
|
|
2023
Q2 | $259K | Sell |
2,135
-20
| -0.9% | -$2.42K | 0.15% | 113 |
|
|
2023
Q1 | $237K | Hold |
2,155
| – | – | 0.14% | 114 |
|
|
2022
Q4 | $224K | Buy |
+2,155
| New | +$224K | 0.14% | 114 |
|
|
2022
Q2 | – | Sell |
-2,061
| Closed | -$213K | – | 132 |
|
|
2022
Q1 | $213K | Buy |
2,061
+39
| +2% | +$4.03K | 0.11% | 136 |
|
|
2021
Q4 | $272K | Buy |
2,022
+72
| +4% | +$9.69K | 0.13% | 132 |
|
|
2021
Q3 | $232K | Buy |
1,950
+37
| +2% | +$4.4K | 0.13% | 131 |
|
|
2021
Q2 | $242K | Hold |
1,913
| – | – | 0.14% | 123 |
|
|
2021
Q1 | $206K | Buy |
+1,913
| New | +$206K | 0.13% | 128 |
|
|
2020
Q4 | – | Sell |
-2,332
| Closed | -$211 | – | 151 |
|
|
2020
Q3 | $211 | Buy |
+2,332
| New | +$211 | 0.08% | 118 |
|