OneDigital Investment 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
Q1 | – | Sell |
-3,072
| Closed | -$340K | – | 1431 |
|
|
2024
Q4 | $340K | Sell |
3,072
-5,933
| -66% | -$657K | ﹤0.01% | 1065 |
|
|
2024
Q3 | $1.18M | Buy |
9,005
+1,371
| +18% | +$180K | 0.01% | 595 |
|
|
2024
Q2 | $953K | Buy |
7,634
+218
| +3% | +$27.2K | 0.01% | 642 |
|
|
2024
Q1 | $902K | Buy |
7,416
+2,571
| +53% | +$313K | 0.01% | 541 |
|
|
2023
Q4 | $616K | Buy |
4,845
+17
| +0.4% | +$2.16K | 0.01% | 642 |
|
|
2023
Q3 | $553K | Buy |
4,828
+78
| +2% | +$8.94K | 0.01% | 601 |
|
|
2023
Q2 | $575K | Buy |
+4,750
| New | +$575K | 0.01% | 590 |
|
|
2022
Q1 | – | Sell |
-3,117
| Closed | -$419K | – | 760 |
|
|
2021
Q4 | $419K | Buy |
3,117
+670
| +27% | +$90.1K | 0.01% | 488 |
|
|
2021
Q3 | $292K | Sell |
2,447
-196
| -7% | -$23.4K | 0.01% | 577 |
|
|
2021
Q2 | $335K | Buy |
2,643
+164
| +7% | +$20.8K | 0.01% | 518 |
|
|
2021
Q1 | $267K | Buy |
+2,479
| New | +$267K | 0.01% | 534 |
|
|
2018
Q4 | – | Sell |
-85
| Closed | -$6K | – | 1167 |
|
|
2018
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 902 |
|
|
2018
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 878 |
|
|
2017
Q2 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 1053 |
|