Great Diamond Partners’s Expeditors International EXPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,646
Closed -$216K 194
2024
Q3
$216K Sell
1,646
-1,286
-44% -$169K 0.06% 183
2024
Q2
$366K Sell
2,932
-41
-1% -$5.12K 0.09% 151
2024
Q1
$361K Sell
2,973
-36
-1% -$4.38K 0.08% 158
2023
Q4
$383K Buy
3,009
+12
+0.4% +$1.53K 0.09% 152
2023
Q3
$344K Hold
2,997
0.09% 159
2023
Q2
$363K Buy
2,997
+153
+5% +$18.5K 0.1% 158
2023
Q1
$313K Sell
2,844
-70
-2% -$7.71K 0.09% 163
2022
Q4
$303K Sell
2,914
-28
-1% -$2.91K 0.09% 159
2022
Q3
$259K Sell
2,942
-60
-2% -$5.28K 0.09% 171
2022
Q2
$292K Buy
3,002
+19
+0.6% +$1.85K 0.1% 168
2022
Q1
$307K Sell
2,983
-772
-21% -$79.5K 0.09% 170
2021
Q4
$504K Hold
3,755
0.13% 128
2021
Q3
$447K Sell
3,755
-750
-17% -$89.3K 0.12% 127
2021
Q2
$570K Sell
4,505
-15
-0.3% -$1.9K 0.16% 112
2021
Q1
$486K Sell
4,520
-187
-4% -$20.1K 0.15% 119
2020
Q4
$447K Sell
4,707
-302
-6% -$28.7K 0.14% 111
2020
Q3
$453K Buy
5,009
+97
+2% +$8.77K 0.17% 99
2020
Q2
$373K Sell
4,912
-42
-0.8% -$3.19K 0.15% 101
2020
Q1
$330K Sell
4,954
-270
-5% -$18K 0.17% 85
2019
Q4
$407K Buy
+5,224
New +$407K 0.15% 87