Boston Financial Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $221K | Sell |
1,996
-225
| -10% | -$24.9K | 0.01% | 316 |
|
|
2024
Q3 | $292K | Sell |
2,221
-385
| -15% | -$50.6K | 0.01% | 283 |
|
|
2024
Q2 | $325K | Sell |
2,606
-1,000
| -28% | -$125K | 0.01% | 277 |
|
|
2024
Q1 | $438K | Hold |
3,606
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $459K | Hold |
3,606
| – | – | 0.02% | 246 |
|
|
2023
Q3 | $413K | Sell |
3,606
-50
| -1% | -$5.73K | 0.02% | 240 |
|
|
2023
Q2 | $443K | Sell |
3,656
-190
| -5% | -$23K | 0.02% | 240 |
|
|
2023
Q1 | $424K | Hold |
3,846
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $400K | Sell |
3,846
-140
| -4% | -$14.5K | 0.02% | 244 |
|
|
2022
Q3 | $352K | Sell |
3,986
-1,935
| -33% | -$171K | 0.02% | 242 |
|
|
2022
Q2 | $577K | Sell |
5,921
-4,665
| -44% | -$455K | 0.02% | 196 |
|
|
2022
Q1 | $1.09M | Sell |
10,586
-17,143
| -62% | -$1.77M | 0.04% | 158 |
|
|
2021
Q4 | $3.72M | Sell |
27,729
-7,362
| -21% | -$989K | 0.14% | 86 |
|
|
2021
Q3 | $4.18M | Sell |
35,091
-107,326
| -75% | -$12.8M | 0.17% | 79 |
|
|
2021
Q2 | $18M | Sell |
142,417
-2,512
| -2% | -$318K | 0.73% | 44 |
|
|
2021
Q1 | $15.6M | Sell |
144,929
-56,909
| -28% | -$6.13M | 0.69% | 46 |
|
|
2020
Q4 | $19.2M | Sell |
201,838
-11,297
| -5% | -$1.07M | 0.87% | 36 |
|
|
2020
Q3 | $19.3M | Sell |
213,135
-450
| -0.2% | -$40.7K | 0.94% | 34 |
|
|
2020
Q2 | $16.2M | Sell |
213,585
-870
| -0.4% | -$66.2K | 0.87% | 34 |
|
|
2020
Q1 | $14.3M | Buy |
214,455
+5,938
| +3% | +$396K | 0.92% | 34 |
|
|
2019
Q4 | $16.3M | Buy |
208,517
+12,549
| +6% | +$979K | 0.89% | 39 |
|
|
2019
Q3 | $14.6M | Buy |
195,968
+3,710
| +2% | +$276K | 0.83% | 40 |
|
|
2019
Q2 | $14.6M | Buy |
192,258
+5,958
| +3% | +$452K | 0.84% | 42 |
|
|
2019
Q1 | $14.1M | Buy |
186,300
+5,412
| +3% | +$411K | 0.86% | 40 |
|
|
2018
Q4 | $12.3M | Buy |
180,888
+10,401
| +6% | +$708K | 0.85% | 44 |
|
|
2018
Q3 | $12.5M | Buy |
170,487
+30,956
| +22% | +$2.28M | 0.74% | 50 |
|
|
2018
Q2 | $10.2M | Buy |
139,531
+2,667
| +2% | +$195K | 0.69% | 54 |
|
|
2018
Q1 | $8.66M | Buy |
136,864
+4,481
| +3% | +$284K | 0.59% | 63 |
|
|
2017
Q4 | $8.56M | Buy |
132,383
+5,620
| +4% | +$364K | 0.57% | 66 |
|
|
2017
Q3 | $7.59M | Buy |
126,763
+7,694
| +6% | +$461K | 0.54% | 71 |
|
|
2017
Q2 | $6.73M | Buy |
119,069
+9,431
| +9% | +$533K | 0.48% | 76 |
|
|
2017
Q1 | $6.19M | Buy |
109,638
+7,726
| +8% | +$436K | 0.46% | 79 |
|
|
2016
Q4 | $5.4M | Buy |
101,912
+16,309
| +19% | +$864K | 0.43% | 86 |
|
|
2016
Q3 | $4.41M | Buy |
85,603
+14,672
| +21% | +$756K | 0.36% | 102 |
|
|
2016
Q2 | $3.48M | Buy |
70,931
+14,310
| +25% | +$702K | 0.28% | 122 |
|
|
2016
Q1 | $2.76M | Buy |
56,621
+4,063
| +8% | +$198K | 0.42% | 83 |
|
|
2015
Q4 | $2.37M | Buy |
52,558
+9,131
| +21% | +$412K | 0.34% | 90 |
|
|
2015
Q3 | $2.04M | Buy |
43,427
+6,736
| +18% | +$317K | 0.29% | 99 |
|
|
2015
Q2 | $1.69M | Buy |
36,691
+29,143
| +386% | +$1.34M | 0.22% | 120 |
|
|
2015
Q1 | $364K | Buy |
+7,548
| New | +$364K | 0.05% | 173 |
|