Montag & Associates’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	$2.96K	Hold	21	–	–	﹤0.01%	820
2025 Q4	$3.07K	Sell	21 -9	-30%	-$1.23K	﹤0.01%	842
2025 Q3	$3.68K	Hold	30	–	–	﹤0.01%	851
2025 Q2	$3.43K	Hold	30	–	–	﹤0.01%	823
2025 Q1	$3.61K	Hold	30	–	–	﹤0.01%	862
2024 Q4	$3.32K	Hold	30	–	–	﹤0.01%	865
2024 Q3	$3.94K	Hold	30	–	–	﹤0.01%	883
2024 Q2	$3.74K	Hold	30	–	–	﹤0.01%	842
2024 Q1	$3.65K	Hold	30	–	–	﹤0.01%	837
2023 Q4	$3.82K	Hold	30	–	–	﹤0.01%	839
2023 Q3	$3.44K	Hold	30	–	–	﹤0.01%	824
2023 Q2	$3.63K	Sell	30 -2	-6%	-$227	﹤0.01%	838
2023 Q1	$3.52K	Hold	32	–	–	﹤0.01%	840
2022 Q4	$3.33K	Buy	+32	New	+$3.3K	﹤0.01%	848