Baker Tilly Wealth Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
4,028
-251
| -6% | -$28.7K | 0.16% | 132 |
|
|
2025
Q1 | $515K | Buy |
4,279
+637
| +17% | +$76.6K | 0.2% | 113 |
|
|
2024
Q4 | $403K | Sell |
3,642
-97
| -3% | -$10.7K | 0.16% | 146 |
|
|
2024
Q3 | $491K | Buy |
3,739
+695
| +23% | +$91.3K | 0.22% | 118 |
|
|
2024
Q2 | $380K | Sell |
3,044
-1,594
| -34% | -$199K | 0.16% | 161 |
|
|
2024
Q1 | $564K | Buy |
4,638
+85
| +2% | +$10.3K | 0.1% | 225 |
|
|
2023
Q4 | $579K | Sell |
4,553
-1,154
| -20% | -$147K | 0.1% | 245 |
|
|
2023
Q3 | $654K | Sell |
5,707
-11,749
| -67% | -$1.35M | 0.11% | 195 |
|
|
2023
Q2 | $2.11M | Buy |
17,456
+617
| +4% | +$74.7K | 0.22% | 95 |
|
|
2023
Q1 | $1.85M | Buy |
16,839
+1,120
| +7% | +$123K | 0.21% | 107 |
|
|
2022
Q4 | $1.63M | Buy |
15,719
+2,910
| +23% | +$302K | 0.2% | 119 |
|
|
2022
Q3 | $1.13M | Sell |
12,809
-389
| -3% | -$34.3K | 0.15% | 143 |
|
|
2022
Q2 | $1.29M | Buy |
13,198
+1,337
| +11% | +$130K | 0.17% | 132 |
|
|
2022
Q1 | $1.22M | Sell |
11,861
-560
| -5% | -$57.8K | 0.14% | 156 |
|
|
2021
Q4 | $1.67M | Buy |
12,421
+1,486
| +14% | +$200K | 0.18% | 117 |
|
|
2021
Q3 | $1.3M | Buy |
10,935
+785
| +8% | +$93.5K | 0.17% | 123 |
|
|
2021
Q2 | $1.29M | Buy |
10,150
+892
| +10% | +$113K | 0.21% | 105 |
|
|
2021
Q1 | $997K | Buy |
9,258
+6,503
| +236% | +$700K | 0.2% | 115 |
|
|
2020
Q4 | $262K | Buy |
+2,755
| New | +$262K | 0.08% | 267 |
|