Douglass Winthrop Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,800
| Closed | -$581K | – | 242 |
|
|
2023
Q2 | $581K | Hold |
4,800
| – | – | 0.01% | 162 |
|
|
2023
Q1 | $529K | Hold |
4,800
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $499K | Hold |
4,800
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $424K | Sell |
4,800
-450
| -9% | -$39.8K | 0.01% | 179 |
|
|
2022
Q2 | $512K | Hold |
5,250
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $542K | Hold |
5,250
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $705K | Hold |
5,250
| – | – | 0.02% | 163 |
|
|
2021
Q3 | $625K | Hold |
5,250
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $665K | Hold |
5,250
| – | – | 0.02% | 174 |
|
|
2021
Q1 | $565K | Hold |
5,250
| – | – | 0.02% | 182 |
|
|
2020
Q4 | $499K | Hold |
5,250
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $475K | Buy |
+5,250
| New | +$475K | 0.02% | 175 |
|
|
2013
Q3 | – | Sell |
-125,450
| Closed | -$4.77M | – | 179 |
|
|
2013
Q2 | $4.77M | Buy |
+125,450
| New | +$4.77M | 0.58% | 43 |
|