Claro Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $464K | Buy |
3,241
+1,498
| +86% | +$228K | 0.06% | 257 |
|
|
2025
Q4 | $260K | Buy |
1,743
+83
| +5% | +$11.3K | 0.04% | 364 |
|
|
2025
Q3 | $204K | Sell |
1,660
-178
| -10% | -$21.2K | 0.03% | 387 |
|
|
2025
Q2 | $210K | Sell |
1,838
-3,407
| -65% | -$381K | 0.03% | 352 |
|
|
2025
Q1 | $631K | Sell |
5,245
-550
| -9% | -$63.3K | 0.08% | 220 |
|
|
2024
Q4 | $642K | Sell |
5,795
-1,165
| -17% | -$139K | 0.09% | 205 |
|
|
2024
Q3 | $915K | Buy |
6,960
+1,038
| +18% | +$127K | 0.12% | 168 |
|
|
2024
Q2 | $739K | Buy |
5,922
+242
| +4% | +$28.8K | 0.12% | 180 |
|
|
2024
Q1 | $691K | Sell |
5,680
-99
| -2% | -$12.2K | 0.12% | 189 |
|
|
2023
Q4 | $735K | Buy |
5,779
+236
| +4% | +$27.8K | 0.16% | 150 |
|
|
2023
Q3 | $635K | Buy |
5,543
+214
| +4% | +$25.4K | 0.16% | 155 |
|
|
2023
Q2 | $646K | Buy |
5,329
+1,031
| +24% | +$117K | 0.16% | 154 |
|
|
2023
Q1 | $473K | Buy |
4,298
+404
| +10% | +$43.9K | 0.14% | 186 |
|
|
2022
Q4 | $405K | Buy |
3,894
+960
| +33% | +$98.9K | 0.13% | 195 |
|
|
2022
Q3 | $286K | Hold |
2,934
| – | – | 0.11% | 197 |
|
|
2022
Q2 | $286K | Buy |
2,934
+1,241
| +73% | +$127K | 0.11% | 197 |
|
|
2022
Q1 | $227K | Hold |
1,693
| – | – | 0.08% | 239 |
|
|
2021
Q4 | $227K | Buy |
+1,693
| New | +$212K | 0.08% | 239 |
|
|
2021
Q3 | – | Sell |
-1,624
| Closed | -$206K | – | 260 |
|
|
2021
Q2 | $206K | Buy |
+1,624
| New | +$192K | 0.09% | 220 |
|
|
2019
Q1 | – | Sell |
-312
| Closed | -$23K | – | 412 |
|
|
2018
Q4 | $23K | Buy |
+312
| New | +$21.9K | 0.02% | 509 |
|
Other funds holding EXPD
VCM
VPM
