Prestige Wealth Management Group’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	$6.3K	Hold	44	–	–	﹤0.01%	509
2025 Q4	$6.56K	Hold	44	–	–	﹤0.01%	521
2025 Q3	$5.39K	Hold	44	–	–	﹤0.01%	557
2025 Q2	$5.03K	Hold	44	–	–	﹤0.01%	562
2025 Q1	$5.29K	Hold	44	–	–	﹤0.01%	554
2024 Q4	$4.87K	Hold	44	–	–	﹤0.01%	605
2024 Q3	$5.78K	Hold	44	–	–	﹤0.01%	581
2024 Q2	$5.49K	Sell	44 -37	-46%	-$4.41K	﹤0.01%	531
2024 Q1	$9.85K	Sell	81 -81	-50%	-$10K	﹤0.01%	447
2023 Q4	$20.6K	Sell	162 -30	-16%	-$3.54K	﹤0.01%	335
2023 Q3	$22K	Buy	192 +14	+8%	+$1.66K	0.01%	326
2023 Q2	$21.6K	Buy	178 +13	+8%	+$1.48K	0.01%	361
2023 Q1	$18.2K	Buy	165 +2	+1%	+$217	﹤0.01%	350
2022 Q4	$16.9K	Sell	163 -68	-29%	-$7.01K	﹤0.01%	378
2022 Q3	$21K	Buy	231 +50	+28%	+$5K	0.01%	307
2022 Q2	$18K	Buy	181 +34	+23%	+$3.48K	﹤0.01%	345
2022 Q1	$15K	Sell	147 -44	-23%	-$4.85K	﹤0.01%	393
2021 Q4	$26K	Buy	191 +13	+7%	+$1.63K	0.01%	337
2021 Q3	$21K	Hold	178	–	–	0.01%	364
2021 Q2	$23K	Buy	178 +65	+58%	+$7.67K	0.01%	340
2021 Q1	$12K	Buy	113 +79	+232%	+$7.61K	﹤0.01%	441
2020 Q4	$3K	Buy	34 +24	+240%	+$2.19K	﹤0.01%	685
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	760
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	761
2020 Q1	$1K	Sell	10 -8	-44%	-$571	﹤0.01%	737
2019 Q4	$1K	Sell	18 -13	-42%	-$974	﹤0.01%	531
2019 Q3	$2K	Buy	+31	New	+$2.27K	﹤0.01%	484
2019 Q1	–	Sell	-203	Closed	-$14K	–	709
2018 Q4	$14K	Buy	+203	New	+$14.3K	0.01%	375