Annex Advisory Services’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$636K | – | 289 |
|
|
2023
Q4 | $636K | Buy |
5,000
+1,000
| +25% | +$127K | 0.03% | 154 |
|
|
2023
Q3 | $459K | Hold |
4,000
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $485K | Hold |
4,000
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $440K | Hold |
4,000
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $416K | Hold |
4,000
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $353K | Sell |
4,000
-18
| -0.4% | -$1.59K | 0.02% | 160 |
|
|
2022
Q2 | $392K | Hold |
4,018
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $414K | Sell |
4,018
-20
| -0.5% | -$2.06K | 0.03% | 164 |
|
|
2021
Q4 | $542K | Buy |
4,038
+38
| +1% | +$5.1K | 0.04% | 148 |
|
|
2021
Q3 | $477K | Buy |
+4,000
| New | +$477K | 0.04% | 143 |
|