Venturi Wealth Management’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 | $295K | Sell |
2,584
-372
| -13% | -$42.5K | 0.01% | 430 |
|
|
2025
Q1 | $355K | Buy |
2,956
+415
| +16% | +$49.9K | 0.02% | 401 |
|
|
2024
Q4 | $281K | Sell |
2,541
-45
| -2% | -$4.99K | 0.01% | 468 |
|
|
2024
Q3 | $340K | Buy |
2,586
+519
| +25% | +$68.2K | 0.02% | 357 |
|
|
2024
Q2 | $258K | Buy |
2,067
+1,094
| +112% | +$137K | 0.02% | 368 |
|
|
2024
Q1 | $118K | Sell |
973
-12
| -1% | -$1.46K | 0.01% | 401 |
|
|
2023
Q4 | $125K | Buy |
985
+8
| +0.8% | +$1.02K | 0.01% | 389 |
|
|
2023
Q3 | $112K | Sell |
977
-245
| -20% | -$28.1K | 0.01% | 390 |
|
|
2023
Q2 | $148K | Sell |
1,222
-8
| -0.7% | -$969 | 0.01% | 332 |
|
|
2023
Q1 | $135K | Buy |
+1,230
| New | +$135K | 0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-2,101
| Closed | -$217K | – | 325 |
|
|
2022
Q1 | $217K | Sell |
2,101
-177
| -8% | -$18.3K | 0.02% | 317 |
|
|
2021
Q4 | $306K | Sell |
2,278
-24
| -1% | -$3.22K | 0.02% | 285 |
|
|
2021
Q3 | $274K | Sell |
2,302
-1,074
| -32% | -$128K | 0.02% | 274 |
|
|
2021
Q2 | $427K | Sell |
3,376
-1,401
| -29% | -$177K | 0.04% | 240 |
|
|
2021
Q1 | $514K | Sell |
4,777
-326
| -6% | -$35.1K | 0.05% | 223 |
|
|
2020
Q4 | $485K | Sell |
5,103
-404
| -7% | -$38.4K | 0.05% | 222 |
|
|
2020
Q3 | $498K | Buy |
5,507
+2,730
| +98% | +$247K | 0.06% | 204 |
|
|
2020
Q2 | $201K | Buy |
+2,777
| New | +$201K | 0.03% | 239 |
|
|
2020
Q1 | – | Sell |
-2,931
| Closed | -$229K | – | 225 |
|
|
2019
Q4 | $229K | Sell |
2,931
-233
| -7% | -$18.2K | 0.03% | 222 |
|
|
2019
Q3 | $235K | Sell |
3,164
-59
| -2% | -$4.38K | 0.03% | 212 |
|
|
2019
Q2 | $244K | Sell |
3,223
-20
| -0.6% | -$1.51K | 0.03% | 225 |
|
|
2019
Q1 | $252K | Hold |
3,243
| – | – | 0.03% | 223 |
|
|
2018
Q4 | $211K | Buy |
3,243
+218
| +7% | +$14.2K | 0.03% | 243 |
|
|
2018
Q3 | $221K | Hold |
3,025
| – | – | 0.04% | 158 |
|
|
2018
Q2 | $222K | Buy |
+3,025
| New | +$222K | 0.04% | 161 |
|
|
2018
Q1 | – | Sell |
-3,568
| Closed | -$231K | – | 174 |
|
|
2017
Q4 | $231K | Buy |
+3,568
| New | +$231K | 0.04% | 183 |
|