Simon Quick Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,742
| Closed | -$330K | – | 455 |
|
|
2025
Q1 | $330K | Buy |
2,742
+682
| +33% | +$78.5K | 0.02% | 415 |
|
|
2024
Q4 | $228K | Buy |
2,060
+193
| +10% | +$23K | 0.01% | 413 |
|
|
2024
Q3 | $245K | Sell |
1,867
-84
| -4% | -$10.3K | 0.02% | 363 |
|
|
2024
Q2 | $243K | Sell |
1,951
-347
| -15% | -$41.3K | 0.02% | 323 |
|
|
2024
Q1 | $279K | Buy |
+2,298
| New | +$284K | 0.02% | 314 |
|
|
2022
Q2 | – | Sell |
-152
| Closed | -$16K | – | 255 |
|
|
2022
Q1 | $16K | Hold |
152
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $20K | Sell |
152
-415
| -73% | -$52K | 0.01% | 286 |
|
|
2021
Q3 | $67K | Buy |
567
+416
| +275% | +$52.1K | 0.02% | 210 |
|
|
2021
Q2 | $19K | Hold |
151
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $16K | Hold |
151
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $14K | Sell |
151
-252
| -63% | -$23K | ﹤0.01% | 350 |
|
|
2020
Q3 | $36K | Sell |
403
-359
| -47% | -$30.6K | 0.01% | 233 |
|
|
2020
Q2 | $58K | Sell |
762
-51
| -6% | -$3.73K | 0.02% | 178 |
|
|
2020
Q1 | $54K | Buy |
813
+786
| +2,911% | +$56.1K | 0.02% | 179 |
|
|
2019
Q4 | $2K | Buy |
+27
| New | +$2.02K | ﹤0.01% | 593 |
|
|
2018
Q4 | – | Sell |
-357
| Closed | -$26K | – | 341 |
|
|
2018
Q3 | $26K | Buy |
357
+273
| +325% | +$20.2K | 0.01% | 215 |
|
|
2018
Q2 | $6K | Hold |
84
| – | – | ﹤0.01% | 285 |
|
|
2018
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 260 |
|
|
2017
Q4 | $5K | Buy |
+84
| New | +$5.15K | ﹤0.01% | 365 |
|
|
2017
Q1 | – | Sell |
-951
| Closed | -$50K | – | 354 |
|
|
2016
Q4 | $50K | Buy |
+951
| New | +$49.7K | 0.04% | 159 |
|
Other funds holding EXPD
BC
