Congress Wealth Management’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,631	Closed	-$207K	–	599
2023 Q4	$207K	Buy	+1,631	New	+$207K	﹤0.01%	591
2022 Q2	–	Sell	-2,423	Closed	-$250K	–	571
2022 Q1	$250K	Buy	2,423 +70	+3%	+$7.22K	0.01%	542
2021 Q4	$316K	Buy	+2,353	New	+$316K	0.01%	524