TRUE Private Wealth Advisors’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,442	Closed	-$271K	–	235
2024 Q4	$271K	Buy	2,442 +7	+0.3%	+$835	0.03%	191
2024 Q3	$320K	Hold	2,435	–	–	0.04%	162
2024 Q2	$304K	Buy	2,435 +7	+0.3%	+$834	0.03%	223
2024 Q1	$295K	Hold	2,428	–	–	0.03%	232
2023 Q4	$309K	Buy	2,428 +6	+0.2%	+$708	0.04%	216
2023 Q3	$278K	Buy	2,422 +1	+0%	+$119	0.04%	207
2023 Q2	$293K	Buy	2,421 +7	+0.3%	+$796	0.04%	175
2023 Q1	$266K	Hold	2,414	–	–	0.04%	188
2022 Q4	$251K	Buy	2,414 +14	+0.6%	+$1.44K	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	+$204K	0.04%	174
2018 Q4	–	Sell	-45	Closed	-$3.31K	–	472
2018 Q3	$3.31K	Buy	+45	New	+$3.33K	﹤0.01%	957