Pathstone Family Office’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.52M | Buy |
13,292
+2,266
| +21% | +$260K | 0.01% | 545 |
|
|
2023
Q2 | $1.33M | Sell |
11,026
-459
| -4% | -$55.2K | 0.02% | 402 |
|
|
2023
Q1 | $1.27M | Sell |
11,485
-18,489
| -62% | -$2.04M | 0.02% | 380 |
|
|
2022
Q4 | $2.91M | Buy |
29,974
+1,281
| +4% | +$124K | 0.02% | 399 |
|
|
2022
Q3 | $2.53M | Buy |
28,693
+15,219
| +113% | +$1.34M | 0.02% | 361 |
|
|
2022
Q2 | $1.31M | Sell |
13,474
-212
| -2% | -$20.7K | 0.03% | 286 |
|
|
2022
Q1 | $1.41M | Sell |
13,686
-1,828
| -12% | -$189K | 0.03% | 244 |
|
|
2021
Q4 | $2.08M | Buy |
15,514
+1,173
| +8% | +$157K | 0.05% | 186 |
|
|
2021
Q3 | $1.71M | Buy |
14,341
+1,169
| +9% | +$139K | 0.05% | 189 |
|
|
2021
Q2 | $1.67M | Buy |
13,172
+1,626
| +14% | +$206K | 0.05% | 175 |
|
|
2021
Q1 | $1.24M | Buy |
11,546
+4,616
| +67% | +$497K | 0.04% | 181 |
|
|
2020
Q4 | $659K | Buy |
+6,930
| New | +$659K | 0.03% | 145 |
|
|
2020
Q2 | – | Sell |
-370
| Closed | -$25K | – | 798 |
|
|
2020
Q1 | $25K | Buy |
+370
| New | +$25K | ﹤0.01% | 392 |
|