Congress Wealth Management’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $569K | Sell |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $341K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $231K | Buy |
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