Concord Wealth Partners’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	–	Sell	-30	Closed	-$4.47K	–	383
2025 Q4	$4.47K	Hold	30	–	–	﹤0.01%	636
2025 Q3	$3.68K	Hold	30	–	–	﹤0.01%	660
2025 Q2	$3.43K	Buy	30 +5	+20%	+$560	﹤0.01%	678
2025 Q1	$3.01K	Hold	25	–	–	﹤0.01%	645
2024 Q4	$2.77K	Hold	25	–	–	﹤0.01%	682
2024 Q3	$3.29K	Hold	25	–	–	﹤0.01%	692
2024 Q2	$3.13K	Sell	25 -33	-57%	-$3.93K	﹤0.01%	627
2024 Q1	$7.06K	Sell	58 -865	-94%	-$107K	﹤0.01%	610
2023 Q4	$117K	Sell	923 -2,769	-75%	-$327K	0.02%	262
2023 Q3	$423K	Buy	3,692 +1,196	+48%	+$142K	0.09%	133
2023 Q2	$302K	Buy	2,496 +1,134	+83%	+$129K	0.07%	148
2023 Q1	$150K	Buy	1,362 +1,349	+10,377%	+$146K	0.04%	202
2022 Q4	$1.35K	Buy	+13	New	+$1.34K	﹤0.01%	1016
2022 Q3	–	Sell	-13	Closed	-$1K	–	474
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1125
2022 Q1	$1K	Buy	+13	New	+$1.43K	﹤0.01%	1193
2021 Q2	–	Sell	-4	Closed	–	–	1066
2021 Q1	$0	Buy	+4	New	+$385	﹤0.01%	1015