BerganKDV Wealth Management’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.09K	Hold	9	–	–	﹤0.01%	747
2023 Q1	$992	Hold	9	–	–	﹤0.01%	904
2022 Q4	$935	Sell	9 -34	-79%	-$3.5K	﹤0.01%	891
2022 Q3	$4K	Hold	43	–	–	﹤0.01%	709
2022 Q2	$4K	Hold	43	–	–	﹤0.01%	726
2022 Q1	$4K	Hold	43	–	–	﹤0.01%	752
2021 Q4	$6K	Hold	43	–	–	﹤0.01%	750
2021 Q3	$5K	Buy	43 +34	+378%	+$4.26K	﹤0.01%	747
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	902
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	846
2020 Q4	$1K	Sell	9 -330	-97%	-$30.1K	﹤0.01%	847
2020 Q3	$31K	Hold	339	–	–	﹤0.01%	382
2020 Q2	$26K	Buy	339 +9	+3%	+$657	﹤0.01%	430
2020 Q1	$22K	Hold	330	–	–	﹤0.01%	412
2019 Q4	$26K	Hold	330	–	–	﹤0.01%	414
2019 Q3	$25K	Sell	330 -2,500	-88%	-$183K	﹤0.01%	402
2019 Q2	$215K	Hold	2,830	–	–	0.04%	204
2019 Q1	$215K	Buy	2,830 +2,500	+758%	+$180K	0.04%	204
2018 Q4	$22K	Hold	330	–	–	0.01%	384
2018 Q3	$24K	Hold	330	–	–	0.01%	403
2018 Q2	$24K	Buy	+330	New	+$23.1K	0.01%	410