Forum Financial Management’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 | $310K | Buy |
2,714
+101
| +4% | +$11.5K | ﹤0.01% | 652 |
|
|
2025
Q1 | $314K | Buy |
2,613
+194
| +8% | +$23.3K | 0.01% | 571 |
|
|
2024
Q4 | $268K | Buy |
2,419
+788
| +48% | +$87.3K | ﹤0.01% | 683 |
|
|
2024
Q3 | $214K | Sell |
1,631
-3,878
| -70% | -$510K | ﹤0.01% | 690 |
|
|
2024
Q2 | $687K | Buy |
5,509
+29
| +0.5% | +$3.62K | 0.01% | 230 |
|
|
2024
Q1 | $666K | Sell |
5,480
-363
| -6% | -$44.1K | 0.01% | 255 |
|
|
2023
Q4 | $743K | Sell |
5,843
-807
| -12% | -$103K | 0.01% | 202 |
|
|
2023
Q3 | $762K | Hold |
6,650
| – | – | 0.02% | 192 |
|
|
2023
Q2 | $806K | Buy |
6,650
+614
| +10% | +$74.4K | 0.02% | 187 |
|
|
2023
Q1 | $665K | Sell |
6,036
-1
| -0% | -$110 | 0.02% | 207 |
|
|
2022
Q4 | $627K | Sell |
6,037
-1,016
| -14% | -$106K | 0.02% | 205 |
|
|
2022
Q3 | $623K | Sell |
7,053
-297
| -4% | -$26.2K | 0.03% | 182 |
|
|
2022
Q2 | $716K | Buy |
7,350
+16
| +0.2% | +$1.56K | 0.04% | 165 |
|
|
2022
Q1 | $756K | Hold |
7,334
| – | – | 0.04% | 168 |
|
|
2021
Q4 | $985K | Buy |
+7,334
| New | +$985K | 0.05% | 133 |
|