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	4,719 +194	+4%	+$31.5K	0.01%	768
2025 Q1	$761K	Buy	4,525 +1,470	+48%	+$268K	0.01%	697
2024 Q4	$569K	Sell	3,055 -34	-1%	-$5.86K	0.01%	612
2024 Q3	$457K	Sell	3,089 -112	-3%	-$14.8K	0.01%	648
2024 Q2	$403K	Hold	3,201	–	–	0.01%	563
2024 Q1	$441K	Buy	3,201 +137	+4%	+$19.5K	0.01%	460
2023 Q4	$465K	Sell	3,064 -55	-2%	-$6.74K	0.01%	474
2023 Q3	$321K	Hold	3,119	–	–	0.01%	513
2023 Q2	$341K	Buy	+3,119	New	+$306K	0.01%	465
2022 Q2	–	Sell	-1,226	Closed	-$240K	–	572
2022 Q1	$240K	Sell	1,226 -53	-4%	-$9.92K	0.01%	552
2021 Q4	$231K	Buy	+1,279	New	+$217K	﹤0.01%	571