
Wealth Enhancement Advisory Services’s Expeditors International EXPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.2M | Buy |
187,685
+26,830
| +17% | +$3.18M | 0.04% | 390 |
|
2025
Q1 | $19.3M | Buy |
160,855
+56,008
| +53% | +$6.74M | 0.04% | 408 |
|
2024
Q4 | $11.6M | Sell |
104,847
-4,985
| -5% | -$552K | 0.02% | 511 |
|
2024
Q3 | $14.4M | Buy |
109,832
+20,042
| +22% | +$2.63M | 0.03% | 424 |
|
2024
Q2 | $11.2M | Buy |
89,790
+51,794
| +136% | +$6.46M | 0.03% | 456 |
|
2024
Q1 | $4.62M | Buy |
37,996
+7,540
| +25% | +$917K | 0.01% | 687 |
|
2023
Q4 | $3.87M | Buy |
30,456
+11,689
| +62% | +$1.49M | 0.01% | 676 |
|
2023
Q3 | $2.15M | Buy |
18,767
+16,292
| +658% | +$1.87M | 0.01% | 836 |
|
2023
Q2 | $300K | Buy |
+2,475
| New | +$300K | ﹤0.01% | 438 |
|
2023
Q1 | – | Sell |
-9,888
| Closed | -$1.04M | – | 532 |
|
2022
Q4 | $1.04M | Sell |
9,888
-125,307
| -93% | -$13.2M | 0.01% | 216 |
|
2022
Q3 | $12.1M | Buy |
+135,195
| New | +$12.1M | 0.17% | 75 |
|
2022
Q2 | – | Sell |
-43,917
| Closed | -$4.41M | – | 344 |
|
2022
Q1 | $4.41M | Buy |
43,917
+3,020
| +7% | +$303K | 0.06% | 140 |
|
2021
Q4 | $4.72M | Buy |
+40,897
| New | +$4.72M | 0.07% | 120 |
|
2021
Q2 | – | Sell |
-14,395
| Closed | -$1.58M | – | 282 |
|
2021
Q1 | $1.58M | Buy |
14,395
+337
| +2% | +$37.1K | 0.03% | 150 |
|
2020
Q4 | $1.31M | Sell |
14,058
-10,208
| -42% | -$951K | 0.03% | 137 |
|
2020
Q3 | $2.26M | Buy |
+24,266
| New | +$2.26M | 0.06% | 105 |
|
2019
Q3 | – | Sell |
-25,384
| Closed | -$1.93M | – | 208 |
|
2019
Q2 | $1.93M | Buy |
+25,384
| New | +$1.93M | 0.09% | 100 |
|