SAM

Summit Asset Management’s Expeditors International EXPD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$915K	Hold	8,010	–	–	0.15%	72
2025 Q1	$963K	Hold	8,010	–	–	0.17%	71
2024 Q4	$887K	Hold	8,010	–	–	0.16%	72
2024 Q3	$1.05M	Hold	8,010	–	–	0.2%	62
2024 Q2	$1,000K	Hold	8,010	–	–	0.21%	56
2024 Q1	$974K	Hold	8,010	–	–	0.21%	52
2023 Q4	$1.02M	Hold	8,010	–	–	0.24%	48
2023 Q3	$918K	Sell	8,010 -1,950	-20%	-$224K	0.25%	48
2023 Q2	$1.21M	Hold	9,960	–	–	0.32%	42
2023 Q1	$1.1M	Hold	9,960	–	–	0.3%	44
2022 Q4	$1.04M	Hold	9,960	–	–	0.3%	45
2022 Q3	$880K	Hold	9,960	–	–	0.28%	48
2022 Q2	$971K	Hold	9,960	–	–	0.3%	47
2022 Q1	$1.03M	Hold	9,960	–	–	0.29%	50
2021 Q4	$1.34M	Hold	9,960	–	–	0.38%	40
2021 Q3	$1.19M	Hold	9,960	–	–	0.37%	37
2021 Q2	$1.26M	Hold	9,960	–	–	0.4%	35
2021 Q1	$1.07M	Hold	9,960	–	–	0.36%	38
2020 Q4	$947K	Buy	9,960 +105	+1%	+$9.98K	0.35%	41
2020 Q3	$892K	Hold	9,855	–	–	0.37%	38
2020 Q2	$749K	Hold	9,855	–	–	0.34%	41
2020 Q1	$658K	Hold	9,855	–	–	0.35%	43
2019 Q4	$769K	Hold	9,855	–	–	0.33%	45
2019 Q3	$732K	Hold	9,855	–	–	0.34%	42
2019 Q2	$748K	Hold	9,855	–	–	0.35%	43
2019 Q1	$748K	Buy	+9,855	New	+$748K	0.37%	41
2018 Q4	–	Sell	-2,720	Closed	-$200K	–	107
2018 Q3	$200K	Buy	+2,720	New	+$200K	0.09%	115