AWM
Avior Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-77
| Closed | -$14.3K | – | 1259 |
|
|
2024
Q4 | $14.3K | Sell |
77
-12
| -13% | -$2.24K | ﹤0.01% | 1508 |
|
|
2024
Q3 | $13.2K | Buy |
89
+39
| +78% | +$5.77K | ﹤0.01% | 1470 |
|
|
2024
Q2 | $6.3K | Sell |
50
-305
| -86% | -$38.4K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $48.9K | Buy |
355
+324
| +1,045% | +$44.6K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $4.71K | Hold |
31
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q3 | $3.2K | Hold |
31
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q2 | $3.39K | Hold |
31
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q1 | $3.01K | Buy |
+31
| New | +$3.01K | ﹤0.01% | 1339 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 1200 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q4 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1130 |
|
|
2021
Q3 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 1091 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1012 |
|
|
2020
Q2 | – | Sell |
-2,833
| Closed | -$159K | – | 930 |
|
|
2020
Q1 | $159K | Sell |
2,833
-3,330
| -54% | -$187K | 0.03% | 374 |
|
|
2019
Q4 | $666K | Buy |
6,163
+4,087
| +197% | +$442K | 0.11% | 194 |
|
|
2019
Q3 | $279K | Buy |
2,076
+512
| +33% | +$68.8K | 0.05% | 313 |
|
|
2019
Q2 | $208K | Hold |
1,564
| – | – | 0.04% | 350 |
|
|
2019
Q1 | $186K | Buy |
1,564
+122
| +8% | +$14.5K | 0.04% | 352 |
|
|
2018
Q4 | $162K | Hold |
1,442
| – | – | 0.04% | 356 |
|
|
2018
Q3 | $188K | Hold |
1,442
| – | – | 0.04% | 360 |
|
|
2018
Q2 | $173K | Buy |
1,442
+107
| +8% | +$12.8K | 0.04% | 358 |
|
|
2018
Q1 | $147K | Buy |
+1,335
| New | +$147K | 0.03% | 391 |
|