WP
WMS Partners’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,541
| Closed | -$614K | – | 89 |
|
|
2024
Q4 | $614K | Sell |
5,541
-206
| -4% | -$22.8K | 0.03% | 161 |
|
|
2024
Q3 | $755K | Buy |
5,747
+1,425
| +33% | +$187K | 0.04% | 138 |
|
|
2024
Q2 | $539K | Buy |
4,322
+44
| +1% | +$5.49K | 0.03% | 148 |
|
|
2024
Q1 | $520K | Hold |
4,278
| – | – | 0.04% | 158 |
|
|
2023
Q4 | $544K | Sell |
4,278
-650
| -13% | -$82.7K | 0.04% | 151 |
|
|
2023
Q3 | $565K | Sell |
4,928
-18
| -0.4% | -$2.06K | 0.04% | 139 |
|
|
2023
Q2 | $599K | Buy |
4,946
+2
| +0% | +$242 | 0.05% | 142 |
|
|
2023
Q1 | $544K | Hold |
4,944
| – | – | 0.05% | 143 |
|
|
2022
Q4 | $514K | Sell |
4,944
-14
| -0.3% | -$1.46K | 0.05% | 149 |
|
|
2022
Q3 | $438K | Buy |
4,958
+16
| +0.3% | +$1.41K | 0.06% | 145 |
|
|
2022
Q2 | $482K | Buy |
4,942
+14
| +0.3% | +$1.37K | 0.08% | 139 |
|
|
2022
Q1 | $508K | Buy |
+4,928
| New | +$508K | 0.07% | 136 |
|
|
2019
Q2 | – | Sell |
-6,293
| Closed | -$478K | – | 216 |
|
|
2019
Q1 | $478K | Buy |
6,293
+30
| +0.5% | +$2.28K | 0.12% | 105 |
|
|
2018
Q4 | $426K | Hold |
6,263
| – | – | 0.12% | 108 |
|
|
2018
Q3 | $461K | Hold |
6,263
| – | – | 0.05% | 126 |
|
|
2018
Q2 | $458K | Hold |
6,263
| – | – | 0.05% | 129 |
|
|
2018
Q1 | $396K | Sell |
6,263
-95
| -1% | -$6.01K | 0.05% | 137 |
|
|
2017
Q4 | $411K | Hold |
6,358
| – | – | 0.05% | 145 |
|
|
2017
Q3 | $381K | Buy |
6,358
+173
| +3% | +$10.4K | 0.05% | 150 |
|
|
2017
Q2 | $349K | Sell |
6,185
-124
| -2% | -$7K | 0.04% | 151 |
|
|
2017
Q1 | $356K | Sell |
6,309
-261
| -4% | -$14.7K | 0.04% | 145 |
|
|
2016
Q4 | $348K | Buy |
6,570
+59
| +0.9% | +$3.13K | 0.05% | 143 |
|
|
2016
Q3 | $335K | Sell |
6,511
-26
| -0.4% | -$1.34K | 0.04% | 142 |
|
|
2016
Q2 | $321K | Sell |
6,537
-1,366
| -17% | -$67.1K | 0.04% | 150 |
|
|
2016
Q1 | $386K | Buy |
7,903
+195
| +3% | +$9.52K | 0.05% | 136 |
|
|
2015
Q4 | $348K | Hold |
7,708
| – | – | 0.05% | 145 |
|
|
2015
Q3 | $363K | Sell |
7,708
-17
| -0.2% | -$801 | 0.06% | 142 |
|
|
2015
Q2 | $356K | Sell |
7,725
-37,756
| -83% | -$1.74M | 0.04% | 207 |
|
|
2015
Q1 | $2.19M | Buy |
45,481
+38,756
| +576% | +$1.87M | 0.27% | 73 |
|
|
2014
Q4 | $300K | Sell |
6,725
-18,800
| -74% | -$839K | 0.05% | 165 |
|
|
2014
Q3 | $1.04M | Sell |
25,525
-200
| -0.8% | -$8.11K | 0.16% | 82 |
|
|
2014
Q2 | $1.14M | Hold |
25,725
| – | – | 0.18% | 80 |
|
|
2014
Q1 | $1.02M | Buy |
25,725
+100
| +0.4% | +$3.97K | 0.16% | 82 |
|
|
2013
Q4 | $1.13M | Buy |
25,625
+100
| +0.4% | +$4.43K | 0.19% | 78 |
|
|
2013
Q3 | $1.13M | Sell |
25,525
-3,270
| -11% | -$144K | 0.22% | 67 |
|
|
2013
Q2 | $1.1M | Buy |
+28,795
| New | +$1.1M | 0.2% | 72 |
|