SlateStone Wealth’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Hold |
8,340
| – | – | 0.09% | 159 |
|
|
2025
Q1 | $1M | Hold |
8,340
| – | – | 0.1% | 148 |
|
|
2024
Q4 | $924K | Buy |
8,340
+250
| +3% | +$27.7K | 0.09% | 157 |
|
|
2024
Q3 | $1.06M | Hold |
8,090
| – | – | 0.1% | 151 |
|
|
2024
Q2 | $1.01M | Sell |
8,090
-62
| -0.8% | -$7.74K | 0.11% | 145 |
|
|
2024
Q1 | $991K | Buy |
+8,152
| New | +$991K | 0.1% | 147 |
|
|
2021
Q1 | – | Sell |
-6,495
| Closed | -$618K | – | 169 |
|
|
2020
Q4 | $618K | Sell |
6,495
-200
| -3% | -$19K | 0.15% | 105 |
|
|
2020
Q3 | $606K | Sell |
6,695
-150
| -2% | -$13.6K | 0.13% | 118 |
|
|
2020
Q2 | $520K | Hold |
6,845
| – | – | 0.12% | 127 |
|
|
2020
Q1 | $457K | Sell |
6,845
-600
| -8% | -$40.1K | 0.13% | 121 |
|
|
2019
Q4 | $581K | Hold |
7,445
| – | – | 0.13% | 118 |
|
|
2019
Q3 | $553K | Sell |
7,445
-125
| -2% | -$9.29K | 0.16% | 100 |
|
|
2019
Q2 | $574K | Sell |
7,570
-200
| -3% | -$15.2K | 0.16% | 106 |
|
|
2019
Q1 | $590K | Buy |
7,770
+600
| +8% | +$45.6K | 0.18% | 94 |
|
|
2018
Q4 | $488K | Buy |
+7,170
| New | +$488K | 0.22% | 72 |
|