Herold Advisors’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 | $286K | Hold |
2,500
| – | – | 0.06% | 248 |
|
|
2025
Q1 | $301K | Hold |
2,500
| – | – | 0.07% | 217 |
|
|
2024
Q4 | $277K | Hold |
2,500
| – | – | 0.06% | 230 |
|
|
2024
Q3 | $329K | Hold |
2,500
| – | – | 0.07% | 216 |
|
|
2024
Q2 | $312K | Hold |
2,500
| – | – | 0.07% | 213 |
|
|
2024
Q1 | $304K | Hold |
2,500
| – | – | 0.07% | 215 |
|
|
2023
Q4 | $318K | Hold |
2,500
| – | – | 0.09% | 196 |
|
|
2023
Q3 | $287K | Hold |
2,500
| – | – | 0.09% | 203 |
|
|
2023
Q2 | $303K | Hold |
2,500
| – | – | 0.09% | 198 |
|
|
2023
Q1 | $275K | Hold |
2,500
| – | – | 0.1% | 194 |
|
|
2022
Q4 | $260K | Hold |
2,500
| – | – | 0.11% | 174 |
|
|
2022
Q3 | $220K | Hold |
2,500
| – | – | 0.11% | 171 |
|
|
2022
Q2 | $243K | Sell |
2,500
-500
| -17% | -$48.6K | 0.11% | 170 |
|
|
2022
Q1 | $309K | Hold |
3,000
| – | – | 0.11% | 159 |
|
|
2021
Q4 | $402K | Hold |
3,000
| – | – | 0.16% | 143 |
|
|
2021
Q3 | $357K | Buy |
+3,000
| New | +$357K | 0.14% | 150 |
|