Lifeworks Advisors’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,794	Closed	-$416K	–	306
2025 Q4	$416K	Buy	2,794 +52	+2%	+$7.08K	0.05%	231
2025 Q3	$336K	Sell	2,742 -140	-5%	-$16.6K	0.05%	246
2025 Q2	$329K	Buy	2,882 +12	+0.4%	+$1.34K	0.05%	242
2025 Q1	$345K	Sell	2,870 -8	-0.3%	-$921	0.06%	230
2024 Q4	$319K	Buy	2,878 +685	+31%	+$81.7K	0.06%	222
2024 Q3	$288K	Sell	2,193 -45	-2%	-$5.51K	0.06%	230
2024 Q2	$279K	Sell	2,238 -148	-6%	-$17.6K	0.08%	183
2024 Q1	$290K	Sell	2,386 -444	-16%	-$54.9K	0.08%	183
2023 Q4	$360K	Sell	2,830 -516	-15%	-$60.9K	0.12%	146
2023 Q3	$384K	Buy	3,346 +1,108	+50%	+$132K	0.15%	136
2023 Q2	$271K	Buy	+2,238	New	+$255K	0.12%	134