Claro Advisors’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 | $210K | Sell |
1,838
-3,407
| -65% | -$389K | 0.03% | 352 |
|
|
2025
Q1 | $631K | Sell |
5,245
-550
| -9% | -$66.1K | 0.08% | 220 |
|
|
2024
Q4 | $642K | Sell |
5,795
-1,165
| -17% | -$129K | 0.09% | 204 |
|
|
2024
Q3 | $915K | Buy |
6,960
+1,038
| +18% | +$136K | 0.12% | 167 |
|
|
2024
Q2 | $739K | Buy |
5,922
+242
| +4% | +$30.2K | 0.12% | 179 |
|
|
2024
Q1 | $691K | Sell |
5,680
-99
| -2% | -$12K | 0.12% | 188 |
|
|
2023
Q4 | $735K | Buy |
5,779
+236
| +4% | +$30K | 0.16% | 149 |
|
|
2023
Q3 | $635K | Buy |
5,543
+214
| +4% | +$24.5K | 0.16% | 155 |
|
|
2023
Q2 | $646K | Buy |
5,329
+1,031
| +24% | +$125K | 0.16% | 154 |
|
|
2023
Q1 | $473K | Buy |
4,298
+404
| +10% | +$44.5K | 0.14% | 186 |
|
|
2022
Q4 | $405K | Buy |
3,894
+960
| +33% | +$99.8K | 0.13% | 195 |
|
|
2022
Q3 | $286K | Hold |
2,934
| – | – | 0.11% | 197 |
|
|
2022
Q2 | $286K | Buy |
2,934
+1,241
| +73% | +$121K | 0.11% | 197 |
|
|
2022
Q1 | $227K | Hold |
1,693
| – | – | 0.08% | 239 |
|
|
2021
Q4 | $227K | Buy |
+1,693
| New | +$227K | 0.08% | 239 |
|
|
2021
Q3 | – | Sell |
-1,624
| Closed | -$206K | – | 260 |
|
|
2021
Q2 | $206K | Buy |
+1,624
| New | +$206K | 0.09% | 220 |
|
|
2019
Q1 | – | Sell |
-312
| Closed | -$23K | – | 406 |
|
|
2018
Q4 | $23K | Buy |
+312
| New | +$23K | 0.02% | 509 |
|