Clearstead 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 | $1.1M | Sell |
4,744
-1,574
| -25% | -$387K | 0.01% | 498 |
|
|
2025
Q4 | $1.79M | Buy |
6,318
+232
| +4% | +$57.3K | 0.02% | 343 |
|
|
2025
Q3 | $1.3M | Buy |
6,086
+968
| +19% | +$194K | 0.02% | 394 |
|
|
2025
Q2 | $863K | Buy |
5,118
+1,110
| +28% | +$180K | 0.01% | 485 |
|
|
2025
Q1 | $674K | Buy |
4,008
+174
| +5% | +$31.7K | 0.01% | 502 |
|
|
2024
Q4 | $714K | Sell |
3,834
-70
| -2% | -$12.1K | 0.01% | 485 |
|
|
2024
Q3 | $578K | Sell |
3,904
-57
| -1% | -$7.55K | 0.01% | 537 |
|
|
2024
Q2 | $499K | Buy |
3,961
+2,467
| +165% | +$304K | 0.01% | 537 |
|
|
2024
Q1 | $168K | Sell |
1,494
-263
| -15% | -$37.4K | 0.01% | 497 |
|
|
2023
Q4 | $267K | Sell |
1,757
-1,595
| -48% | -$195K | 0.01% | 421 |
|
|
2023
Q3 | $345K | Buy |
3,352
+1,643
| +96% | +$181K | 0.01% | 458 |
|
|
2023
Q2 | $187K | Buy |
1,709
+1,487
| +670% | +$146K | 0.01% | 439 |
|
|
2023
Q1 | $21.5K | Buy |
222
+7
| +3% | +$734 | ﹤0.01% | 842 |
|
|
2022
Q4 | $18.8K | Hold |
215
| – | – | ﹤0.01% | 810 |
|
|
2022
Q3 | $20K | Hold |
215
| – | – | ﹤0.01% | 772 |
|
|
2022
Q2 | $20K | Sell |
215
-41
| -16% | -$5.8K | ﹤0.01% | 797 |
|
|
2022
Q1 | $50K | Hold |
256
| – | – | ﹤0.01% | 682 |
|
|
2021
Q4 | $46K | Hold |
256
| – | – | ﹤0.01% | 669 |
|
|
2021
Q3 | $42K | Sell |
256
-214
| -46% | -$33.1K | ﹤0.01% | 640 |
|
|
2021
Q2 | $77K | Buy |
470
+14
| +3% | +$2.4K | 0.01% | 490 |
|
|
2021
Q1 | $78K | Hold |
456
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $60K | Hold |
456
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $42K | Hold |
456
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $37K | Buy |
456
+41
| +10% | +$2.98K | ﹤0.01% | 463 |
|
|
2020
Q1 | $23K | Buy |
+415
| New | +$39.9K | ﹤0.01% | 489 |
|
Other funds holding EXPE
VCM
VPM
WPL
