Cape Ann Savings Bank’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
$277K Sell
2,425
-396
-14% -$45.2K 0.17% 80
2025
Q1
$339K Sell
2,821
-200
-7% -$24.1K 0.21% 69
2024
Q4
$335K Sell
3,021
-300
-9% -$33.2K 0.2% 67
2024
Q3
$436K Sell
3,321
-70
-2% -$9.2K 0.25% 65
2024
Q2
$423K Hold
3,391
0.26% 64
2024
Q1
$412K Buy
3,391
+12
+0.4% +$1.46K 0.26% 66
2023
Q4
$427K Buy
3,379
+95
+3% +$12K 0.28% 61
2023
Q3
$376K Hold
3,284
0.26% 67
2023
Q2
$398K Hold
3,284
0.26% 68
2023
Q1
$362K Buy
3,284
+144
+5% +$15.9K 0.25% 70
2022
Q4
$326K Sell
3,140
-46
-1% -$4.78K 0.24% 70
2022
Q3
$281K Hold
3,186
0.23% 74
2022
Q2
$311K Sell
3,186
-35
-1% -$3.42K 0.24% 70
2022
Q1
$332K Sell
3,221
-300
-9% -$30.9K 0.22% 73
2021
Q4
$473K Hold
3,521
0.28% 65
2021
Q3
$419K Buy
3,521
+20
+0.6% +$2.38K 0.27% 67
2021
Q2
$443K Sell
3,501
-240
-6% -$30.4K 0.28% 69
2021
Q1
$403K Hold
3,741
0.29% 65
2020
Q4
$356K Buy
+3,741
New +$356K 0.26% 67
2020
Q2
$316K Buy
+4,156
New +$316K 0.27% 69
2019
Q3
$328K Sell
4,421
-100
-2% -$7.42K 0.38% 54
2019
Q2
$343K Hold
4,521
0.4% 49
2019
Q1
$343K Hold
4,521
0.41% 47
2018
Q4
$334K Sell
4,521
-115
-2% -$8.5K 0.41% 47
2018
Q3
$341K Sell
4,636
-325
-7% -$23.9K 0.4% 45
2018
Q2
$362K Buy
+4,961
New +$362K 0.45% 45
2017
Q4
$335K Buy
+5,176
New +$335K 0.42% 45
2017
Q2
$325K Sell
5,760
-300
-5% -$16.9K 0.43% 46
2017
Q1
$342K Sell
6,060
-645
-10% -$36.4K 0.46% 45
2016
Q4
$349K Sell
6,705
-840
-11% -$43.7K 0.49% 45
2016
Q3
$389K Sell
7,545
-825
-10% -$42.5K 0.55% 46
2016
Q2
$410K Sell
8,370
-1,525
-15% -$74.7K 0.56% 47
2016
Q1
$483K Sell
9,895
-275
-3% -$13.4K 0.67% 41
2015
Q4
$459K Buy
10,170
+300
+3% +$13.5K 0.63% 45
2015
Q3
$464K Sell
9,870
-215
-2% -$10.1K 0.69% 44
2015
Q2
$465K Sell
10,085
-1,395
-12% -$64.3K 0.66% 46
2015
Q1
$553K Sell
11,480
-200
-2% -$9.63K 0.77% 42
2014
Q4
$521K Sell
11,680
-545
-4% -$24.3K 0.75% 43
2014
Q3
$496K Sell
12,225
-780
-6% -$31.6K 0.74% 42
2014
Q2
$574K Sell
13,005
-245
-2% -$10.8K 0.83% 42
2014
Q1
$525K Sell
13,250
-360
-3% -$14.3K 0.86% 41
2013
Q4
$602K Sell
13,610
-350
-3% -$15.5K 0.97% 37
2013
Q3
$615K Sell
13,960
-245
-2% -$10.8K 1.05% 36
2013
Q2
$540K Buy
+14,205
New +$540K 0.91% 38