Waverly 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
Q2 | – | Sell |
-1,664
| Closed | -$200K | – | 1194 |
|
|
2025
Q1 | $200K | Buy |
+1,664
| New | +$200K | ﹤0.01% | 1054 |
|
|
2014
Q4 | – | Sell |
-65
| Closed | -$3K | – | 505 |
|
|
2014
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 694 |
|
|
2014
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 662 |
|
|
2014
Q1 | – | Sell |
-59
| Closed | -$3K | – | 748 |
|
|
2013
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 743 |
|