Merriman Wealth Management’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,926	Closed	-$304K	–	203
2022 Q4	$304K	Buy	2,926 +52	+2%	+$5.36K	0.02%	169
2022 Q3	$254K	Hold	2,874	–	–	0.02%	144
2022 Q2	$280K	Hold	2,874	–	–	0.02%	132
2022 Q1	$296K	Sell	2,874 -1,031	-26%	-$114K	0.02%	166
2021 Q4	$524K	Hold	3,905	–	–	0.04%	144
2021 Q3	$465K	Buy	3,905 +224	+6%	+$28K	0.04%	144
2021 Q2	$466K	Hold	3,681	–	–	0.04%	163
2021 Q1	$396K	Sell	3,681 -1,113	-23%	-$107K	0.05%	143
2020 Q4	$456K	Sell	4,794 -1,197	-20%	-$109K	0.05%	149
2020 Q3	$542K	Sell	5,991 -153	-2%	-$13K	0.08%	101
2020 Q2	$467K	Sell	6,144 -500	-8%	-$36.5K	0.07%	111
2020 Q1	$443K	Buy	6,644 +3,291	+98%	+$235K	0.1%	93
2019 Q4	$262K	Hold	3,353	–	–	0.05%	155
2019 Q3	$249K	Buy	3,353 +459	+16%	+$33.6K	0.05%	153
2019 Q2	$2.2K	Hold	2,894	–	–	0.04%	168
2019 Q1	$220K	Buy	+2,894	New	+$209K	0.04%	184
2018 Q4	–	Sell	-2,799	Closed	-$206K	–	181
2018 Q3	$206K	Hold	2,799	–	–	0.04%	167
2018 Q2	$205K	Buy	+2,799	New	+$196K	0.05%	159
2018 Q1	–	Sell	-3,108	Closed	-$201K	–	191
2017 Q4	$201K	Sell	3,108 -375	-11%	-$23K	0.05%	158
2017 Q3	$208K	Buy	+3,483	New	+$199K	0.05%	149