TRUE Private Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,442
| Closed | -$271K | – | 235 |
|
|
2024
Q4 | $271K | Buy |
2,442
+7
| +0.3% | +$776 | 0.03% | 191 |
|
|
2024
Q3 | $320K | Hold |
2,435
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $304K | Buy |
2,435
+7
| +0.3% | +$874 | 0.03% | 223 |
|
|
2024
Q1 | $295K | Hold |
2,428
| – | – | 0.03% | 232 |
|
|
2023
Q4 | $309K | Buy |
2,428
+6
| +0.2% | +$763 | 0.04% | 216 |
|
|
2023
Q3 | $278K | Buy |
2,422
+1
| +0% | +$115 | 0.04% | 207 |
|
|
2023
Q2 | $293K | Buy |
2,421
+7
| +0.3% | +$848 | 0.04% | 175 |
|
|
2023
Q1 | $266K | Hold |
2,414
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $251K | Buy |
2,414
+14
| +0.6% | +$1.46K | 0.04% | 185 |
|
|
2022
Q3 | $211K | Hold |
2,400
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $233K | Hold |
2,400
| – | – | 0.03% | 197 |
|
|
2022
Q1 | $265K | Hold |
2,400
| – | – | 0.04% | 198 |
|
|
2021
Q4 | $322K | Hold |
2,400
| – | – | 0.05% | 195 |
|
|
2021
Q3 | $285K | Hold |
2,400
| – | – | 0.04% | 194 |
|
|
2021
Q2 | $303K | Hold |
2,400
| – | – | 0.05% | 179 |
|
|
2021
Q1 | $258K | Hold |
2,400
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $228K | Hold |
2,400
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $217K | Buy |
+2,400
| New | +$217K | 0.04% | 174 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$3.31K | – | 472 |
|
|
2018
Q3 | $3.31K | Buy |
+45
| New | +$3.31K | ﹤0.01% | 957 |
|