SVB Wealth’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,261	Closed	-$282K	–	209
2024 Q2	$282K	Sell	2,261 -650	-22%	-$77.4K	0.01%	578
2024 Q1	$354K	Sell	2,911 -821	-22%	-$101K	0.01%	579
2023 Q4	$475K	Buy	3,732 +462	+14%	+$54.5K	0.01%	487
2023 Q3	$375K	Sell	3,270 -27	-0.8%	-$3.21K	0.01%	534
2023 Q2	$399K	Buy	3,297 +138	+4%	+$15.7K	0.01%	559
2023 Q1	$348K	Buy	3,159 +256	+9%	+$27.8K	﹤0.01%	666
2022 Q4	$302K	Buy	2,903 +53	+2%	+$5.46K	﹤0.01%	745
2022 Q3	$252K	Buy	+2,850	New	+$285K	﹤0.01%	758
2022 Q1	–	Sell	-1,857	Closed	-$249K	–	806
2021 Q4	$249K	Sell	1,857 -233	-11%	-$29.2K	﹤0.01%	632
2021 Q3	$249K	Buy	2,090 +345	+20%	+$43.2K	﹤0.01%	846
2021 Q2	$221K	Sell	1,745 -162	-8%	-$19.1K	﹤0.01%	865
2021 Q1	$206K	Buy	+1,907	New	+$184K	﹤0.01%	826