Bank of New York Mellon’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
169,699
+118,494
| +231% | +$307K | ﹤0.01% | 3558 |
|
|
2025
Q1 | $156K | Sell |
51,205
-783
| -2% | -$2.38K | ﹤0.01% | 3919 |
|
|
2024
Q4 | $174K | Buy |
+51,988
| New | +$174K | ﹤0.01% | 3954 |
|
|
2024
Q2 | – | Sell |
-140,785
| Closed | -$259K | – | 4166 |
|
|
2024
Q1 | $259K | Sell |
140,785
-6,805
| -5% | -$12.5K | ﹤0.01% | 3834 |
|
|
2023
Q4 | $365K | Sell |
147,590
-72,900
| -33% | -$180K | ﹤0.01% | 3716 |
|
|
2023
Q3 | $717K | Buy |
220,490
+29,131
| +15% | +$94.7K | ﹤0.01% | 3357 |
|
|
2023
Q2 | $1.53M | Buy |
191,359
+127,896
| +202% | +$1.02M | ﹤0.01% | 2976 |
|
|
2023
Q1 | $517K | Sell |
63,463
-4,235
| -6% | -$34.5K | ﹤0.01% | 3474 |
|
|
2022
Q4 | $598K | Buy |
67,698
+49,465
| +271% | +$437K | ﹤0.01% | 3462 |
|
|
2022
Q3 | $271K | Buy |
+18,233
| New | +$271K | ﹤0.01% | 3882 |
|