Bartlett & Co 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 | – | Sell |
-1
| Closed | -$120 | – | 1279 |
|
|
2025
Q1 | $120 | Buy |
+1
| New | +$120 | ﹤0.01% | 1196 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$1.9K | – | 984 |
|
|
2021
Q2 | $1.9K | Hold |
15
| – | – | ﹤0.01% | 859 |
|
|
2021
Q1 | $1.62K | Sell |
15
-64
| -81% | -$6.89K | ﹤0.01% | 909 |
|
|
2020
Q4 | $7.51K | Buy |
79
+15
| +23% | +$1.43K | ﹤0.01% | 758 |
|
|
2020
Q3 | $5.79K | Hold |
64
| – | – | ﹤0.01% | 721 |
|
|
2020
Q2 | $4.87K | Hold |
64
| – | – | ﹤0.01% | 740 |
|
|
2020
Q1 | $4.27K | Hold |
64
| – | – | ﹤0.01% | 735 |
|
|
2019
Q4 | $4.99K | Hold |
64
| – | – | ﹤0.01% | 764 |
|
|
2019
Q3 | $4.76K | Buy |
+64
| New | +$4.76K | ﹤0.01% | 782 |
|
|
2018
Q2 | – | Sell |
-234
| Closed | -$14.8K | – | 730 |
|
|
2018
Q1 | $14.8K | Buy |
+234
| New | +$14.8K | ﹤0.01% | 565 |
|