Great Diamond Partners’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,646	Closed	-$216K	–	194
2024 Q3	$216K	Sell	1,646 -1,286	-44%	-$157K	0.06%	183
2024 Q2	$366K	Sell	2,932 -41	-1%	-$4.88K	0.09%	151
2024 Q1	$361K	Sell	2,973 -36	-1%	-$4.45K	0.08%	158
2023 Q4	$383K	Buy	3,009 +12	+0.4%	+$1.42K	0.09%	152
2023 Q3	$344K	Hold	2,997	–	–	0.09%	159
2023 Q2	$363K	Buy	2,997 +153	+5%	+$17.4K	0.1%	158
2023 Q1	$313K	Sell	2,844 -70	-2%	-$7.6K	0.09%	163
2022 Q4	$303K	Sell	2,914 -28	-1%	-$2.89K	0.09%	159
2022 Q3	$259K	Sell	2,942 -60	-2%	-$6.01K	0.09%	171
2022 Q2	$292K	Buy	3,002 +19	+0.6%	+$1.95K	0.1%	168
2022 Q1	$307K	Sell	2,983 -772	-21%	-$85.1K	0.09%	170
2021 Q4	$504K	Hold	3,755	–	–	0.13%	128
2021 Q3	$447K	Sell	3,755 -750	-17%	-$93.9K	0.12%	127
2021 Q2	$570K	Sell	4,505 -15	-0.3%	-$1.77K	0.16%	112
2021 Q1	$486K	Sell	4,520 -187	-4%	-$18K	0.15%	119
2020 Q4	$447K	Sell	4,707 -302	-6%	-$27.5K	0.14%	111
2020 Q3	$453K	Buy	5,009 +97	+2%	+$8.26K	0.17%	99
2020 Q2	$373K	Sell	4,912 -42	-0.8%	-$3.07K	0.15%	101
2020 Q1	$330K	Sell	4,954 -270	-5%	-$19.3K	0.17%	85
2019 Q4	$407K	Buy	+5,224	New	+$391K	0.15%	87