Ownership history in EVERMAY WEALTH MANAGEMENT LLC · 9 quarters on record
This page tracks every 13F SEC filing in which EVERMAY WEALTH MANAGEMENT LLC reported a position in EXPEDITORS INTL WASH INC (EXPD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 70 | — | 0% | 0.00% | $9K | $121.95 |
| 2025 Q2 | UNCHANGED | 70 | — | 0% | 0.00% | $8K | $113.65 |
| 2025 Q1 | UNCHANGED | 70 | — | 0% | 0.00% | $8K | $118.80 |
| 2024 Q4 | UNCHANGED | 70 | — | 0% | 0.00% | $8K | $109.44 |
| 2024 Q3 | UNCHANGED | 70 | — | 0% | 0.00% | $9K | $129.04 |
| 2024 Q2 | UNCHANGED | 70 | — | 0% | 0.00% | $9K | $122.55 |
| 2024 Q1 | REDUCED | 70 | -3 | -4.1% | 0.00% | $9K | $118.67 |
| 2023 Q4 | ADDED | 73 | +3 | +4.3% | 0.00% | $9K | $124.16 |
| 2023 Q3 | INITIATED | 70 | — | — | 0.00% | $8K | — |
As of 2025 Q4 — sorted by position size