Whittier Trust’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 | $194K | Buy |
1,696
+700
| +70% | +$80K | ﹤0.01% | 664 |
|
|
2025
Q1 | $120K | Sell |
996
-400
| -29% | -$48.1K | ﹤0.01% | 740 |
|
|
2024
Q4 | $155K | Buy |
1,396
+1,100
| +372% | +$122K | ﹤0.01% | 711 |
|
|
2024
Q3 | $38.9K | Hold |
296
| – | – | ﹤0.01% | 979 |
|
|
2024
Q2 | $36.9K | Hold |
296
| – | – | ﹤0.01% | 968 |
|
|
2024
Q1 | $36K | Sell |
296
-220
| -43% | -$26.7K | ﹤0.01% | 998 |
|
|
2023
Q4 | $65.6K | Sell |
516
-12
| -2% | -$1.53K | ﹤0.01% | 860 |
|
|
2023
Q3 | $60.5K | Buy |
528
+12
| +2% | +$1.38K | ﹤0.01% | 882 |
|
|
2023
Q2 | $62.5K | Hold |
516
| – | – | ﹤0.01% | 887 |
|
|
2023
Q1 | $56.8K | Hold |
516
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $53.6K | Hold |
516
| – | – | ﹤0.01% | 950 |
|
|
2022
Q3 | $46K | Sell |
516
-30
| -5% | -$2.67K | ﹤0.01% | 985 |
|
|
2022
Q2 | $53K | Buy |
546
+30
| +6% | +$2.91K | ﹤0.01% | 944 |
|
|
2022
Q1 | $53K | Hold |
516
| – | – | ﹤0.01% | 958 |
|
|
2021
Q4 | $69K | Buy |
516
+56
| +12% | +$7.49K | ﹤0.01% | 905 |
|
|
2021
Q3 | $55K | Hold |
460
| – | – | ﹤0.01% | 909 |
|
|
2021
Q2 | $58K | Hold |
460
| – | – | ﹤0.01% | 922 |
|
|
2021
Q1 | $50K | Buy |
+460
| New | +$50K | ﹤0.01% | 928 |
|
|
2020
Q4 | – | Sell |
-460
| Closed | -$42K | – | 1438 |
|
|
2020
Q3 | $42K | Hold |
460
| – | – | ﹤0.01% | 868 |
|
|
2020
Q2 | $35K | Hold |
460
| – | – | ﹤0.01% | 856 |
|
|
2020
Q1 | $31K | Hold |
460
| – | – | ﹤0.01% | 896 |
|
|
2019
Q4 | $36K | Hold |
460
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $34K | Buy |
460
+185
| +67% | +$13.7K | ﹤0.01% | 916 |
|
|
2019
Q2 | $21K | Hold |
275
| – | – | ﹤0.01% | 945 |
|
|
2019
Q1 | $21K | Sell |
275
-126
| -31% | -$9.62K | ﹤0.01% | 941 |
|
|
2018
Q4 | $27K | Buy |
401
+126
| +46% | +$8.48K | ﹤0.01% | 900 |
|
|
2018
Q3 | $20K | Hold |
275
| – | – | ﹤0.01% | 944 |
|
|
2018
Q2 | $20K | Hold |
275
| – | – | ﹤0.01% | 922 |
|
|
2018
Q1 | $17K | Hold |
275
| – | – | ﹤0.01% | 970 |
|
|
2017
Q4 | $18K | Sell |
275
-389
| -59% | -$25.5K | ﹤0.01% | 942 |
|
|
2017
Q3 | $40K | Buy |
664
+389
| +141% | +$23.4K | ﹤0.01% | 784 |
|
|
2017
Q2 | $16K | Sell |
275
-90
| -25% | -$5.24K | ﹤0.01% | 919 |
|
|
2017
Q1 | $21K | Hold |
365
| – | – | ﹤0.01% | 878 |
|
|
2016
Q4 | $19K | Sell |
365
-54
| -13% | -$2.81K | ﹤0.01% | 886 |
|
|
2016
Q3 | $22K | Hold |
419
| – | – | ﹤0.01% | 863 |
|
|
2016
Q2 | $21K | Hold |
419
| – | – | ﹤0.01% | 874 |
|
|
2016
Q1 | $20K | Buy |
419
+200
| +91% | +$9.55K | ﹤0.01% | 873 |
|
|
2015
Q4 | $10K | Hold |
219
| – | – | ﹤0.01% | 961 |
|
|
2015
Q3 | $10K | Sell |
219
-185
| -46% | -$8.45K | ﹤0.01% | 960 |
|
|
2015
Q2 | $19K | Sell |
404
-119
| -23% | -$5.6K | ﹤0.01% | 907 |
|
|
2015
Q1 | $25K | Buy |
523
+49
| +10% | +$2.34K | ﹤0.01% | 838 |
|
|
2014
Q4 | $21K | Hold |
474
| – | – | ﹤0.01% | 783 |
|
|
2014
Q3 | $19K | Hold |
474
| – | – | ﹤0.01% | 783 |
|
|
2014
Q2 | $21K | Sell |
474
-155
| -25% | -$6.87K | ﹤0.01% | 773 |
|
|
2014
Q1 | $25K | Sell |
629
-521
| -45% | -$20.7K | ﹤0.01% | 764 |
|
|
2013
Q4 | $51K | Hold |
1,150
| – | – | ﹤0.01% | 665 |
|
|
2013
Q3 | $51K | Hold |
1,150
| – | – | ﹤0.01% | 668 |
|
|
2013
Q2 | $44K | Buy |
+1,150
| New | +$44K | ﹤0.01% | 682 |
|