CWM
Compass Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-548
| Closed | -$92.1K | – | 227 |
|
|
2025
Q1 | $92.1K | Hold |
548
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $102K | Hold |
548
| – | – | 0.02% | 195 |
|
|
2024
Q3 | $81.1K | Hold |
548
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $69K | Hold |
548
| – | – | 0.02% | 223 |
|
|
2024
Q1 | $75.5K | Hold |
548
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $83.2K | Hold |
548
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $56.5K | Hold |
548
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $59.9K | Hold |
548
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $53.2K | Hold |
548
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $48K | Buy |
+548
| New | +$48K | 0.02% | 237 |
|