BWP
Baldwin Wealth Partners’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$336K | – | 225 |
|
|
2025
Q1 | $336K | Hold |
2,000
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $373K | Hold |
2,000
| – | – | 0.03% | 175 |
|
|
2024
Q3 | $296K | Hold |
2,000
| – | – | 0.02% | 272 |
|
|
2024
Q2 | $252K | Hold |
2,000
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $276K | Hold |
2,000
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $304K | Buy |
+2,000
| New | +$304K | 0.02% | 182 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$76K | – | 676 |
|
|
2022
Q2 | $76K | Hold |
800
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $157K | Buy |
+800
| New | +$157K | 0.02% | 230 |
|
|
2016
Q3 | – | Sell |
-128
| Closed | -$14K | – | 544 |
|
|
2016
Q2 | $14K | Sell |
128
-11,939
| -99% | -$1.31M | ﹤0.01% | 365 |
|
|
2016
Q1 | $1.3M | Sell |
12,067
-5,459
| -31% | -$589K | 0.23% | 91 |
|
|
2015
Q4 | $2.18M | Buy |
17,526
+4,286
| +32% | +$533K | 0.35% | 67 |
|
|
2015
Q3 | $1.56M | Sell |
13,240
-192
| -1% | -$22.6K | 0.26% | 87 |
|
|
2015
Q2 | $1.47M | Buy |
13,432
+100
| +0.8% | +$10.9K | 0.22% | 99 |
|
|
2015
Q1 | $1.26M | Sell |
13,332
-7,897
| -37% | -$743K | 0.18% | 112 |
|
|
2014
Q4 | $1.81M | Buy |
21,229
+6,345
| +43% | +$542K | 0.26% | 89 |
|
|
2014
Q3 | $1.3M | Buy |
+14,884
| New | +$1.3M | 0.19% | 113 |
|