B. Riley Wealth Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,890
| Closed | -$535K | – | 967 |
|
|
2025
Q4 | $535K | Buy |
+1,890
| New | +$467K | 0.03% | 490 |
|
|
2024
Q2 | – | Sell |
-3,421
| Closed | -$353K | – | 1458 |
|
|
2024
Q1 | $353K | Buy |
3,421
+520
| +18% | +$73.9K | 0.01% | 966 |
|
|
2023
Q4 | $440K | Sell |
2,901
-520
| -15% | -$63.7K | 0.01% | 878 |
|
|
2023
Q3 | $353K | Buy |
3,421
+454
| +15% | +$50.1K | 0.01% | 966 |
|
|
2023
Q2 | $325K | Buy |
2,967
+864
| +41% | +$84.7K | 0.01% | 1079 |
|
|
2023
Q1 | $204K | Buy |
+2,103
| New | +$220K | 0.01% | 1290 |
|
|
2022
Q2 | – | Sell |
-1,810
| Closed | -$355K | – | 1282 |
|
|
2022
Q1 | $355K | Buy |
1,810
+108
| +6% | +$20.2K | 0.01% | 932 |
|
|
2021
Q4 | $308K | Sell |
1,702
-608
| -26% | -$103K | 0.01% | 1059 |
|
|
2021
Q3 | $379K | Buy |
2,310
+846
| +58% | +$131K | 0.01% | 921 |
|
|
2021
Q2 | $241K | Sell |
1,464
-100
| -6% | -$17.2K | 0.01% | 1134 |
|
|
2021
Q1 | $270K | Buy |
+1,564
| New | +$241K | 0.01% | 1050 |
|
|
2020
Q1 | – | Sell |
-3,530
| Closed | -$383K | – | 831 |
|
|
2019
Q4 | $383K | Buy |
3,530
+46
| +1% | +$5.4K | 0.03% | 513 |
|
|
2019
Q3 | $469K | Sell |
3,484
-326
| -9% | -$43.1K | 0.05% | 429 |
|
|
2019
Q2 | $508K | Buy |
3,810
+260
| +7% | +$32K | 0.06% | 368 |
|
|
2019
Q1 | $424K | Sell |
3,550
-184
| -5% | -$22.3K | 0.05% | 381 |
|
|
2018
Q4 | $422K | Sell |
3,734
-19
| -0.5% | -$2.27K | 0.06% | 347 |
|
|
2018
Q3 | $491K | Sell |
3,753
-302
| -7% | -$39.2K | 0.06% | 356 |
|
|
2018
Q2 | $488K | Buy |
4,055
+515
| +15% | +$59.5K | 0.06% | 333 |
|
|
2018
Q1 | $392K | Sell |
3,540
-1,415
| -29% | -$165K | 0.05% | 375 |
|
|
2017
Q4 | $595K | Sell |
4,955
-145
| -3% | -$18.8K | 0.08% | 272 |
|
|
2017
Q3 | $735K | Buy |
5,100
+1,860
| +57% | +$276K | 0.12% | 184 |
|
|
2017
Q2 | $483K | Buy |
3,240
+683
| +27% | +$95.9K | 0.09% | 260 |
|
|
2017
Q1 | $323K | Sell |
2,557
-484
| -16% | -$59.1K | 0.06% | 315 |
|
|
2016
Q4 | $345K | Sell |
3,041
-597
| -16% | -$72.8K | 0.07% | 315 |
|
|
2016
Q3 | $425K | Buy |
3,638
+176
| +5% | +$19.9K | 0.08% | 303 |
|
|
2016
Q2 | $368K | Buy |
3,462
+132
| +4% | +$14.3K | 0.07% | 337 |
|
|
2016
Q1 | $359K | Buy |
3,330
+992
| +42% | +$106K | 0.08% | 302 |
|
|
2015
Q4 | $291K | Buy |
+2,338
| New | +$296K | 0.06% | 372 |
|
|
2015
Q1 | – | Sell |
-197
| Closed | -$17 | – | 1028 |
|
|
2014
Q4 | $17 | Buy |
+197
| New | +$16.7K | ﹤0.01% | 2622 |
|
|
2014
Q3 | – | Sell |
-487
| Closed | -$38.4K | – | 1046 |
|
|
2014
Q2 | $38.4K | Buy |
+487
| New | +$35.5K | 0.01% | 1145 |
|
Other funds holding EXPE
VCM
VPM
WPL
