WDA
Wendell David Associates’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
9,034
+187
| +2% | +$21.4K | 0.1% | 89 |
|
|
2025
Q1 | $1.06M | Sell |
8,847
-4,168
| -32% | -$501K | 0.11% | 90 |
|
|
2024
Q4 | $1.44M | Sell |
13,015
-1,200
| -8% | -$133K | 0.14% | 78 |
|
|
2024
Q3 | $1.87M | Sell |
14,215
-1,400
| -9% | -$184K | 0.18% | 69 |
|
|
2024
Q2 | $1.95M | Hold |
15,615
| – | – | 0.2% | 70 |
|
|
2024
Q1 | $1.9M | Hold |
15,615
| – | – | 0.19% | 73 |
|
|
2023
Q4 | $1.99M | Hold |
15,615
| – | – | 0.21% | 73 |
|
|
2023
Q3 | $1.79M | Sell |
15,615
-1,721
| -10% | -$197K | 0.21% | 74 |
|
|
2023
Q2 | $2.1M | Sell |
17,336
-200
| -1% | -$24.2K | 0.24% | 75 |
|
|
2023
Q1 | $1.93M | Hold |
17,536
| – | – | 0.23% | 75 |
|
|
2022
Q4 | $1.82M | Sell |
17,536
-350
| -2% | -$36.4K | 0.22% | 74 |
|
|
2022
Q3 | $1.58M | Hold |
17,886
| – | – | 0.21% | 74 |
|
|
2022
Q2 | $1.74M | Hold |
17,886
| – | – | 0.22% | 72 |
|
|
2022
Q1 | $1.85M | Sell |
17,886
-1,050
| -6% | -$108K | 0.21% | 74 |
|
|
2021
Q4 | $2.54M | Sell |
18,936
-1,000
| -5% | -$134K | 0.26% | 72 |
|
|
2021
Q3 | $2.38M | Hold |
19,936
| – | – | 0.26% | 72 |
|
|
2021
Q2 | $2.52M | Buy |
19,936
+1,344
| +7% | +$170K | 0.28% | 70 |
|
|
2021
Q1 | $2M | Hold |
18,592
| – | – | 0.24% | 71 |
|
|
2020
Q4 | $1.77M | Sell |
18,592
-1,345
| -7% | -$128K | 0.22% | 75 |
|
|
2020
Q3 | $1.81M | Buy |
19,937
+800
| +4% | +$72.4K | 0.24% | 74 |
|
|
2020
Q2 | $1.46M | Buy |
19,137
+263
| +1% | +$20K | 0.21% | 75 |
|
|
2020
Q1 | $1.26M | Sell |
18,874
-1,900
| -9% | -$127K | 0.21% | 75 |
|
|
2019
Q4 | $1.62M | Hold |
20,774
| – | – | 0.22% | 77 |
|
|
2019
Q3 | $1.54M | Hold |
20,774
| – | – | 0.23% | 74 |
|
|
2019
Q2 | $1.58M | Hold |
20,774
| – | – | 0.24% | 77 |
|
|
2019
Q1 | $1.58M | Sell |
20,774
-1,000
| -5% | -$75.9K | 0.25% | 79 |
|
|
2018
Q4 | $1.48M | Sell |
21,774
-500
| -2% | -$34.1K | 0.27% | 76 |
|
|
2018
Q3 | $1.64M | Hold |
22,274
| – | – | 0.26% | 80 |
|
|
2018
Q2 | $1.63M | Sell |
22,274
-150
| -0.7% | -$11K | 0.28% | 78 |
|
|
2018
Q1 | $1.42M | Buy |
22,424
+274
| +1% | +$17.3K | 0.26% | 80 |
|
|
2017
Q4 | $1.43M | Sell |
22,150
-1,800
| -8% | -$116K | 0.25% | 82 |
|
|
2017
Q3 | $1.43M | Hold |
23,950
| – | – | 0.25% | 82 |
|
|
2017
Q2 | $1.35M | Hold |
23,950
| – | – | 0.25% | 84 |
|
|
2017
Q1 | $1.35M | Hold |
23,950
| – | – | 0.26% | 86 |
|
|
2016
Q4 | $1.27M | Sell |
23,950
-1,400
| -6% | -$74.1K | 0.25% | 87 |
|
|
2016
Q3 | $1.31M | Hold |
25,350
| – | – | 0.26% | 85 |
|
|
2016
Q2 | $1.24M | Hold |
25,350
| – | – | 0.24% | 87 |
|
|
2016
Q1 | $1.24M | Hold |
25,350
| – | – | 0.24% | 84 |
|
|
2015
Q4 | $1.14M | Sell |
25,350
-50
| -0.2% | -$2.25K | 0.23% | 86 |
|
|
2015
Q3 | $1.19M | Hold |
25,400
| – | – | 0.25% | 82 |
|
|
2015
Q2 | $1.17M | Sell |
25,400
-700
| -3% | -$32.2K | 0.23% | 88 |
|
|
2015
Q1 | $1.25M | Sell |
26,100
-1,850
| -7% | -$88.8K | 0.24% | 85 |
|
|
2014
Q4 | $1.26M | Hold |
27,950
| – | – | 0.25% | 82 |
|
|
2014
Q3 | $1.15M | Sell |
27,950
-200
| -0.7% | -$8.2K | 0.24% | 79 |
|
|
2014
Q2 | $1.24M | Sell |
28,150
-550
| -2% | -$24.2K | 0.26% | 78 |
|
|
2014
Q1 | $1.15M | Sell |
28,700
-8,350
| -23% | -$334K | 0.25% | 80 |
|
|
2013
Q4 | $1.63M | Sell |
37,050
-4,875
| -12% | -$214K | 0.36% | 64 |
|
|
2013
Q3 | $1.85M | Sell |
41,925
-725
| -2% | -$31.9K | 0.44% | 57 |
|
|
2013
Q2 | $1.62M | Buy |
+42,650
| New | +$1.62M | 0.4% | 61 |
|