WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
EXPD holding history
Expeditors International of Washington Inc in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EXPD overviewAll 13F holders of EXPDFull Q4 2024 holdings
- Shares (Q4 2024)
- 3
- Value
- $332
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 3 | $332 | <0.1% | +3 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −20−100.0% | Sold out | Holders |
| Q2 2024 | 20 | $2.50K | <0.1% | −39−66.1% | Reduced | Holders |
| Q1 2024 | 59 | $7.17K | <0.1% | +59 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −40−100.0% | Sold out | Holders |
| Q3 2023 | 40 | $4.58K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 40 | $4.84K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 40 | $4.41K | <0.1% | +40 | New | Holders |