SVB Wealth’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,261
| Closed | -$282K | – | 209 |
|
|
2024
Q2 | $282K | Sell |
2,261
-650
| -22% | -$81.1K | 0.01% | 578 |
|
|
2024
Q1 | $354K | Sell |
2,911
-821
| -22% | -$99.8K | 0.01% | 579 |
|
|
2023
Q4 | $475K | Buy |
3,732
+462
| +14% | +$58.8K | 0.01% | 487 |
|
|
2023
Q3 | $375K | Sell |
3,270
-27
| -0.8% | -$3.1K | 0.01% | 534 |
|
|
2023
Q2 | $399K | Buy |
3,297
+138
| +4% | +$16.7K | 0.01% | 559 |
|
|
2023
Q1 | $348K | Buy |
3,159
+256
| +9% | +$28.2K | ﹤0.01% | 665 |
|
|
2022
Q4 | $302K | Buy |
2,903
+53
| +2% | +$5.51K | ﹤0.01% | 741 |
|
|
2022
Q3 | $252K | Buy |
+2,850
| New | +$252K | ﹤0.01% | 758 |
|
|
2022
Q1 | – | Sell |
-1,857
| Closed | -$249K | – | 806 |
|
|
2021
Q4 | $249K | Sell |
1,857
-233
| -11% | -$31.2K | ﹤0.01% | 632 |
|
|
2021
Q3 | $249K | Buy |
2,090
+345
| +20% | +$41.1K | ﹤0.01% | 846 |
|
|
2021
Q2 | $221K | Sell |
1,745
-162
| -8% | -$20.5K | ﹤0.01% | 865 |
|
|
2021
Q1 | $206K | Buy |
+1,907
| New | +$206K | ﹤0.01% | 825 |
|