Creative Planning’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 | $3.43M | Sell |
30,022
-7,299
| -20% | -$834K | ﹤0.01% | 954 |
|
|
2025
Q1 | $4.49M | Buy |
37,321
+7,493
| +25% | +$901K | ﹤0.01% | 752 |
|
|
2024
Q4 | $3.3M | Buy |
29,828
+2,993
| +11% | +$332K | ﹤0.01% | 847 |
|
|
2024
Q3 | $3.53M | Buy |
26,835
+42
| +0.2% | +$5.52K | ﹤0.01% | 787 |
|
|
2024
Q2 | $3.34M | Buy |
26,793
+3,988
| +17% | +$498K | ﹤0.01% | 775 |
|
|
2024
Q1 | $2.77M | Buy |
22,805
+4,097
| +22% | +$498K | ﹤0.01% | 832 |
|
|
2023
Q4 | $2.38M | Sell |
18,708
-1,617
| -8% | -$206K | ﹤0.01% | 845 |
|
|
2023
Q3 | $2.33M | Sell |
20,325
-3,510
| -15% | -$402K | ﹤0.01% | 795 |
|
|
2023
Q2 | $2.89M | Buy |
23,835
+829
| +4% | +$100K | ﹤0.01% | 680 |
|
|
2023
Q1 | $2.53M | Buy |
23,006
+5,353
| +30% | +$589K | ﹤0.01% | 700 |
|
|
2022
Q4 | $1.83M | Buy |
17,653
+2,749
| +18% | +$286K | ﹤0.01% | 777 |
|
|
2022
Q3 | $1.32M | Sell |
14,904
-335
| -2% | -$29.6K | ﹤0.01% | 841 |
|
|
2022
Q2 | $1.49M | Buy |
15,239
+1,073
| +8% | +$105K | ﹤0.01% | 808 |
|
|
2022
Q1 | $1.46M | Buy |
14,166
+1,188
| +9% | +$123K | ﹤0.01% | 826 |
|
|
2021
Q4 | $1.74M | Sell |
12,978
-204
| -2% | -$27.4K | ﹤0.01% | 728 |
|
|
2021
Q3 | $1.57M | Buy |
13,182
+1,046
| +9% | +$125K | ﹤0.01% | 759 |
|
|
2021
Q2 | $1.54M | Buy |
12,136
+923
| +8% | +$117K | ﹤0.01% | 772 |
|
|
2021
Q1 | $1.21M | Buy |
11,213
+216
| +2% | +$23.3K | ﹤0.01% | 929 |
|
|
2020
Q4 | $1.05M | Buy |
10,997
+1,676
| +18% | +$159K | ﹤0.01% | 911 |
|
|
2020
Q3 | $844K | Buy |
9,321
+1,132
| +14% | +$103K | ﹤0.01% | 865 |
|
|
2020
Q2 | $623K | Buy |
8,189
+383
| +5% | +$29.1K | ﹤0.01% | 920 |
|
|
2020
Q1 | $521K | Sell |
7,806
-529
| -6% | -$35.3K | ﹤0.01% | 915 |
|
|
2019
Q4 | $650K | Sell |
8,335
-387
| -4% | -$30.2K | ﹤0.01% | 972 |
|
|
2019
Q3 | $648K | Buy |
8,722
+560
| +7% | +$41.6K | ﹤0.01% | 932 |
|
|
2019
Q2 | $619K | Buy |
8,162
+972
| +14% | +$73.7K | ﹤0.01% | 957 |
|
|
2019
Q1 | $546K | Sell |
7,190
-1,243
| -15% | -$94.4K | ﹤0.01% | 981 |
|
|
2018
Q4 | $574K | Sell |
8,433
-1
| -0% | -$68 | ﹤0.01% | 886 |
|
|
2018
Q3 | $620K | Buy |
8,434
+385
| +5% | +$28.3K | ﹤0.01% | 959 |
|
|
2018
Q2 | $588K | Sell |
8,049
-162
| -2% | -$11.8K | ﹤0.01% | 976 |
|
|
2018
Q1 | $520K | Sell |
8,211
-5
| -0.1% | -$317 | ﹤0.01% | 1050 |
|
|
2017
Q4 | $531K | Buy |
8,216
+1,304
| +19% | +$84.3K | ﹤0.01% | 1032 |
|
|
2017
Q3 | $414K | Buy |
6,912
+459
| +7% | +$27.5K | ﹤0.01% | 1128 |
|
|
2017
Q2 | $364K | Buy |
6,453
+3,479
| +117% | +$196K | ﹤0.01% | 1169 |
|
|
2017
Q1 | $168K | Buy |
2,974
+393
| +15% | +$22.2K | ﹤0.01% | 1587 |
|
|
2016
Q4 | $137K | Hold |
2,581
| – | – | ﹤0.01% | 1633 |
|
|
2016
Q3 | $133K | Sell |
2,581
-26
| -1% | -$1.34K | ﹤0.01% | 1640 |
|
|
2016
Q2 | $128K | Buy |
2,607
+241
| +10% | +$11.8K | ﹤0.01% | 1510 |
|
|
2016
Q1 | $115K | Sell |
2,366
-725
| -23% | -$35.2K | ﹤0.01% | 1536 |
|
|
2015
Q4 | $139K | Sell |
3,091
-11
| -0.4% | -$495 | ﹤0.01% | 1425 |
|
|
2015
Q3 | $146K | Buy |
+3,102
| New | +$146K | ﹤0.01% | 1354 |
|
|
2015
Q2 | – | Sell |
-3,119
| Closed | -$150K | – | 1630 |
|
|
2015
Q1 | $150K | Sell |
3,119
-354
| -10% | -$17K | ﹤0.01% | 1334 |
|
|
2014
Q4 | $155K | Buy |
3,473
+302
| +10% | +$13.5K | ﹤0.01% | 1287 |
|
|
2014
Q3 | $129K | Sell |
3,171
-145
| -4% | -$5.9K | ﹤0.01% | 1301 |
|
|
2014
Q2 | $146K | Sell |
3,316
-1,354
| -29% | -$59.6K | ﹤0.01% | 1201 |
|
|
2014
Q1 | $185K | Buy |
4,670
+1,816
| +64% | +$71.9K | ﹤0.01% | 1033 |
|
|
2013
Q4 | $126K | Buy |
2,854
+1,150
| +67% | +$50.8K | ﹤0.01% | 1071 |
|
|
2013
Q3 | $75K | Sell |
1,704
-493
| -22% | -$21.7K | ﹤0.01% | 1290 |
|
|
2013
Q2 | $84K | Buy |
+2,197
| New | +$84K | ﹤0.01% | 1083 |
|