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Livermore
Livermore
ZHEN

Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

EXPD holding history

Expeditors International of Washington Inc in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXPD overviewAll 13F holders of EXPDFull Q2 2026 holdings

Shares (Q2 2026)
2,380
Value
$387.9K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of EXPD by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,380$387.9K<0.1%+9+0.4%AddedHolders
Q1 20262,371$339.6K<0.1%−251−9.6%ReducedHolders
Q4 20252,622$390.7K<0.1%+49+1.9%AddedHolders
Q3 20252,573$315.4K<0.1%−11−0.4%ReducedHolders
Q2 20252,584$295.2K<0.1%−372−12.6%ReducedHolders
Q1 20252,956$355.5K<0.1%+415+16.3%AddedHolders
Q4 20242,541$281.5K<0.1%−45−1.7%ReducedHolders
Q3 20242,586$339.8K<0.1%+519+25.1%AddedHolders
Q2 20242,067$257.9K<0.1%+1,094+112.4%AddedHolders
Q1 2024973$118.3K<0.1%−12−1.2%ReducedHolders
Q4 2023985$125.3K<0.1%+8+0.8%AddedHolders
Q3 2023977$112.0K<0.1%−245−20.0%ReducedHolders
Q2 20231,222$148.0K<0.1%−8−0.7%ReducedHolders
Q1 20231,230$135.4K<0.1%+1,230NewHolders
Q2 20220$00.0%−2,101−100.0%Sold outHolders
Q1 20222,101$217.0K<0.1%−177−7.8%ReducedHolders
Q4 20212,278$306.0K<0.1%−24−1.0%ReducedHolders
Q3 20212,302$274.0K<0.1%−1,074−31.8%ReducedHolders
Q2 20213,376$427.0K<0.1%−1,401−29.3%ReducedHolders
Q1 20214,777$514.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.