Bank of New York Mellon’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Buy |
|
|||||
|
2025
Q2 | $440K | Buy |
|
|||||
|
2025
Q1 | $156K | Sell |
|
|||||
|
2024
Q4 | $174K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $259K | Sell |
|
|||||
|
2023
Q4 | $365K | Sell |
|
|||||
|
2023
Q3 | $717K | Buy |
|
|||||
|
2023
Q2 | $1.53M | Buy |
|
|||||
|
2023
Q1 | $517K | Sell |
|
|||||
|
2022
Q4 | $598K | Buy |
|
|||||
|
2022
Q3 | $271K | Buy |
|