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SWM
Sugarloaf Wealth Management’s
Expeditors International
EXPD
Stock Holding History
Sugarloaf Wealth Management’s Portfolio
EXPD Stock Details
EXPD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-143
Closed
-$18.2K
–
694
2023
Q4
$18.2K
Hold
143
–
–
﹤0.01%
409
2023
Q3
$16.4K
Hold
143
–
–
﹤0.01%
404
2023
Q2
$17.3K
Hold
143
–
–
﹤0.01%
407
2023
Q1
$15.7K
Hold
143
–
–
﹤0.01%
423
2022
Q4
$14.9K
Hold
143
–
–
﹤0.01%
448
2022
Q3
$13K
Hold
143
–
–
﹤0.01%
478
2022
Q2
$14K
Hold
143
–
–
﹤0.01%
468
2022
Q1
$15K
Hold
143
–
–
﹤0.01%
448
2021
Q4
$19K
Hold
143
–
–
﹤0.01%
433
2021
Q3
$17K
Hold
143
–
–
﹤0.01%
453
2021
Q2
$18K
Hold
143
–
–
﹤0.01%
431
2021
Q1
$15
Hold
143
–
–
﹤0.01%
455
2020
Q4
$14K
Hold
143
–
–
﹤0.01%
444
2020
Q3
$13K
Hold
143
–
–
﹤0.01%
423
2020
Q2
$11K
Hold
143
–
–
﹤0.01%
433
2020
Q1
$10K
Hold
143
–
–
﹤0.01%
432
2019
Q4
$11K
Buy
+143
New
+$10.7K
﹤0.01%
457
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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