United Capital Financial 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
Q3 | $581K | Buy |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $863K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $692K | Sell |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $991K | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $42.6M | Sell |
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|
2020
Q3 | $40.9M | Buy |
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|
2020
Q2 | $33.4M | Buy |
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|
2020
Q1 | $24.2M | Buy |
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|
2019
Q4 | $26.7M | Buy |
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|
2019
Q3 | $23.3M | Buy |
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|
2019
Q2 | $22.4M | Buy |
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|
2019
Q1 | $20.7M | Buy |
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|
2018
Q4 | $16.4M | Buy |
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|
2018
Q3 | $16.6M | Buy |
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|
2018
Q2 | $15.8M | Sell |
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|
2018
Q1 | $19.7M | Buy |
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|
2017
Q4 | $19M | Buy |
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|
2017
Q3 | $17M | Buy |
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|
2017
Q2 | $15.3M | Buy |
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|
2017
Q1 | $14.2M | Buy |
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|
2016
Q4 | $11.8M | Buy |
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|
2016
Q3 | $10.5M | Buy |
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|
2016
Q2 | $3.43M | Buy |
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|
2016
Q1 | $1.93M | Buy |
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|
2015
Q4 | $789K | Buy |
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|
2015
Q3 | $343K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $365K | Sell |
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|
2013
Q4 | $419K | Buy |
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|
2013
Q3 | $399K | Sell |
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|
2013
Q2 | $348K | Buy |
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