Congress Wealth Management’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
4,719
+194
| +4% | +$32.7K | 0.01% | 768 |
|
|
2025
Q1 | $761K | Buy |
4,525
+1,470
| +48% | +$247K | 0.01% | 697 |
|
|
2024
Q4 | $569K | Sell |
3,055
-34
| -1% | -$6.34K | 0.01% | 612 |
|
|
2024
Q3 | $457K | Sell |
3,089
-112
| -3% | -$16.6K | 0.01% | 648 |
|
|
2024
Q2 | $403K | Hold |
3,201
| – | – | 0.01% | 563 |
|
|
2024
Q1 | $441K | Buy |
3,201
+137
| +4% | +$18.9K | 0.01% | 460 |
|
|
2023
Q4 | $465K | Sell |
3,064
-55
| -2% | -$8.35K | 0.01% | 474 |
|
|
2023
Q3 | $321K | Hold |
3,119
| – | – | 0.01% | 513 |
|
|
2023
Q2 | $341K | Buy |
+3,119
| New | +$341K | 0.01% | 465 |
|
|
2022
Q2 | – | Sell |
-1,226
| Closed | -$240K | – | 572 |
|
|
2022
Q1 | $240K | Sell |
1,226
-53
| -4% | -$10.4K | 0.01% | 552 |
|
|
2021
Q4 | $231K | Buy |
+1,279
| New | +$231K | ﹤0.01% | 568 |
|