Clifford Swan Investment Counsel’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 | $8.14M | Buy |
71,213
+10,858
| +18% | +$1.24M | 0.29% | 87 |
|
|
2025
Q1 | $7.26M | Buy |
60,355
+22,226
| +58% | +$2.67M | 0.27% | 92 |
|
|
2024
Q4 | $4.22M | Buy |
38,129
+2,972
| +8% | +$329K | 0.15% | 116 |
|
|
2024
Q3 | $4.62M | Buy |
35,157
+2,008
| +6% | +$264K | 0.16% | 113 |
|
|
2024
Q2 | $4.14M | Buy |
33,149
+1,934
| +6% | +$241K | 0.15% | 114 |
|
|
2024
Q1 | $3.79M | Sell |
31,215
-9
| -0% | -$1.09K | 0.14% | 119 |
|
|
2023
Q4 | $3.97M | Buy |
31,224
+1,075
| +4% | +$137K | 0.15% | 119 |
|
|
2023
Q3 | $3.46M | Buy |
30,149
+1,013
| +3% | +$116K | 0.15% | 117 |
|
|
2023
Q2 | $3.53M | Buy |
29,136
+3,564
| +14% | +$432K | 0.14% | 119 |
|
|
2023
Q1 | $2.82M | Sell |
25,572
-600
| -2% | -$66.1K | 0.12% | 122 |
|
|
2022
Q4 | $2.72M | Buy |
26,172
+299
| +1% | +$31.1K | 0.12% | 121 |
|
|
2022
Q3 | $2.29M | Buy |
25,873
+79
| +0.3% | +$6.98K | 0.11% | 124 |
|
|
2022
Q2 | $2.51M | Buy |
25,794
+191
| +0.7% | +$18.6K | 0.11% | 123 |
|
|
2022
Q1 | $2.64M | Buy |
25,603
+3,552
| +16% | +$366K | 0.1% | 126 |
|
|
2021
Q4 | $2.96M | Hold |
22,051
| – | – | 0.1% | 130 |
|
|
2021
Q3 | $2.78M | Sell |
22,051
-130
| -0.6% | -$16.4K | 0.1% | 129 |
|
|
2021
Q2 | $2.79M | Sell |
22,181
-740
| -3% | -$92.9K | 0.11% | 123 |
|
|
2021
Q1 | $2.47M | Hold |
22,921
| – | – | 0.1% | 126 |
|
|
2020
Q4 | $2.18M | Hold |
22,921
| – | – | 0.1% | 131 |
|
|
2020
Q3 | $2.08M | Hold |
22,921
| – | – | 0.1% | 130 |
|
|
2020
Q2 | $1.74M | Sell |
22,921
-75
| -0.3% | -$5.7K | 0.09% | 136 |
|
|
2020
Q1 | $1.53M | Buy |
22,996
+3,958
| +21% | +$264K | 0.09% | 132 |
|
|
2019
Q4 | $1.49M | Hold |
19,038
| – | – | 0.07% | 149 |
|
|
2019
Q3 | $1.41M | Buy |
19,038
+2,550
| +15% | +$189K | 0.07% | 147 |
|
|
2019
Q2 | $1.25M | Hold |
16,488
| – | – | 0.07% | 151 |
|
|
2019
Q1 | $1.25M | Hold |
16,488
| – | – | 0.07% | 152 |
|
|
2018
Q4 | $1.12M | Buy |
16,488
+1,900
| +13% | +$129K | 0.07% | 149 |
|
|
2018
Q3 | $1.07M | Hold |
14,588
| – | – | 0.06% | 154 |
|
|
2018
Q2 | $1.07M | Buy |
14,588
+16
| +0.1% | +$1.17K | 0.06% | 151 |
|
|
2018
Q1 | $922K | Hold |
14,572
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $943K | Sell |
14,572
-1,100
| -7% | -$71.2K | 0.05% | 165 |
|
|
2017
Q3 | $938K | Hold |
15,672
| – | – | 0.06% | 161 |
|
|
2017
Q2 | $885K | Sell |
15,672
-1,600
| -9% | -$90.4K | 0.06% | 167 |
|
|
2017
Q1 | $976K | Sell |
17,272
-125
| -0.7% | -$7.06K | 0.06% | 149 |
|
|
2016
Q4 | $921K | Hold |
17,397
| – | – | 0.06% | 152 |
|
|
2016
Q3 | $896K | Sell |
17,397
-1,700
| -9% | -$87.6K | 0.06% | 155 |
|
|
2016
Q2 | $937K | Sell |
19,097
-50
| -0.3% | -$2.45K | 0.06% | 143 |
|
|
2016
Q1 | $935K | Buy |
19,147
+2,650
| +16% | +$129K | 0.06% | 150 |
|
|
2015
Q4 | $744K | Buy |
16,497
+150
| +0.9% | +$6.77K | 0.05% | 168 |
|
|
2015
Q3 | $769K | Sell |
16,347
-5,900
| -27% | -$278K | 0.06% | 157 |
|
|
2015
Q2 | $1.03M | Hold |
22,247
| – | – | 0.07% | 143 |
|
|
2015
Q1 | $1.07M | Hold |
22,247
| – | – | 0.07% | 135 |
|
|
2014
Q4 | $992K | Buy |
22,247
+2
| +0% | +$89 | 0.07% | 141 |
|
|
2014
Q3 | $903K | Buy |
22,245
+490
| +2% | +$19.9K | 0.06% | 146 |
|
|
2014
Q2 | $961K | Buy |
21,755
+4,900
| +29% | +$216K | 0.06% | 143 |
|
|
2014
Q1 | $668K | Buy |
16,855
+2,200
| +15% | +$87.2K | 0.05% | 157 |
|
|
2013
Q4 | $648K | Buy |
14,655
+125
| +0.9% | +$5.53K | 0.05% | 149 |
|
|
2013
Q3 | $640K | Hold |
14,530
| – | – | 0.05% | 146 |
|
|
2013
Q2 | $553K | Buy |
+14,530
| New | +$553K | 0.05% | 147 |
|