Union Heritage Capital’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Hold |
33,271
| – | – | 1.32% | 25 |
|
|
2025
Q1 | $4M | Hold |
33,271
| – | – | 1.49% | 26 |
|
|
2024
Q4 | $3.69M | Hold |
33,271
| – | – | 1.36% | 27 |
|
|
2024
Q3 | $4.37M | Hold |
33,271
| – | – | 1.61% | 27 |
|
|
2024
Q2 | $4.15M | Hold |
33,271
| – | – | 1.63% | 24 |
|
|
2024
Q1 | $4.04M | Buy |
33,271
+5,659
| +20% | +$688K | 1.6% | 26 |
|
|
2023
Q4 | $3.51M | Hold |
27,612
| – | – | 1.82% | 22 |
|
|
2023
Q3 | $3.17M | Hold |
27,612
| – | – | 1.79% | 24 |
|
|
2023
Q2 | $3.35M | Hold |
27,612
| – | – | 1.81% | 23 |
|
|
2023
Q1 | $3.04M | Hold |
27,612
| – | – | 1.85% | 24 |
|
|
2022
Q4 | $2.87M | Hold |
27,612
| – | – | 1.75% | 26 |
|
|
2022
Q3 | $2.44M | Hold |
27,612
| – | – | 1.62% | 26 |
|
|
2022
Q2 | $2.69M | Hold |
27,612
| – | – | 1.73% | 24 |
|
|
2022
Q1 | $2.85M | Sell |
27,612
-5,100
| -16% | -$526K | 1.58% | 26 |
|
|
2021
Q4 | $4.39M | Hold |
32,712
| – | – | 2.06% | 16 |
|
|
2021
Q3 | $3.9M | Hold |
32,712
| – | – | 1.83% | 17 |
|
|
2021
Q2 | $4.14M | Hold |
32,712
| – | – | 1.93% | 17 |
|
|
2021
Q1 | $3.52M | Buy |
+32,712
| New | +$3.52M | 1.75% | 20 |
|