Creative Planning’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 | $3.98M | Buy |
23,620
+5,035
| +27% | +$849K | ﹤0.01% | 874 |
|
|
2025
Q1 | $3.12M | Buy |
18,585
+2,498
| +16% | +$420K | ﹤0.01% | 915 |
|
|
2024
Q4 | $3M | Buy |
16,087
+2,261
| +16% | +$421K | ﹤0.01% | 898 |
|
|
2024
Q3 | $2.05M | Sell |
13,826
-29,101
| -68% | -$4.31M | ﹤0.01% | 1045 |
|
|
2024
Q2 | $5.41M | Buy |
42,927
+4,684
| +12% | +$590K | 0.01% | 590 |
|
|
2024
Q1 | $5.27M | Buy |
38,243
+11,092
| +41% | +$1.53M | 0.01% | 586 |
|
|
2023
Q4 | $4.12M | Sell |
27,151
-7,969
| -23% | -$1.21M | 0.01% | 619 |
|
|
2023
Q3 | $3.62M | Buy |
35,120
+3,628
| +12% | +$374K | ﹤0.01% | 625 |
|
|
2023
Q2 | $3.44M | Buy |
31,492
+2,688
| +9% | +$294K | ﹤0.01% | 628 |
|
|
2023
Q1 | $2.79M | Buy |
28,804
+269
| +0.9% | +$26.1K | ﹤0.01% | 666 |
|
|
2022
Q4 | $2.5M | Buy |
28,535
+6,562
| +30% | +$575K | ﹤0.01% | 675 |
|
|
2022
Q3 | $2.06M | Sell |
21,973
-8,077
| -27% | -$757K | ﹤0.01% | 690 |
|
|
2022
Q2 | $2.85M | Sell |
30,050
-1,446
| -5% | -$137K | ﹤0.01% | 596 |
|
|
2022
Q1 | $6.16M | Sell |
31,496
-7,182
| -19% | -$1.41M | 0.01% | 410 |
|
|
2021
Q4 | $6.99M | Buy |
38,678
+2,368
| +7% | +$428K | 0.01% | 347 |
|
|
2021
Q3 | $5.95M | Buy |
36,310
+5,734
| +19% | +$940K | 0.01% | 373 |
|
|
2021
Q2 | $5.01M | Sell |
30,576
-2,050
| -6% | -$336K | 0.01% | 407 |
|
|
2021
Q1 | $5.62M | Buy |
32,626
+1,816
| +6% | +$313K | 0.01% | 384 |
|
|
2020
Q4 | $4.08M | Buy |
30,810
+26,000
| +541% | +$3.44M | 0.01% | 414 |
|
|
2020
Q3 | $441K | Buy |
4,810
+412
| +9% | +$37.8K | ﹤0.01% | 1177 |
|
|
2020
Q2 | $362K | Sell |
4,398
-2,951
| -40% | -$243K | ﹤0.01% | 1183 |
|
|
2020
Q1 | $414K | Buy |
7,349
+3,325
| +83% | +$187K | ﹤0.01% | 1030 |
|
|
2019
Q4 | $435K | Sell |
4,024
-2,029
| -34% | -$219K | ﹤0.01% | 1179 |
|
|
2019
Q3 | $814K | Sell |
6,053
-1,136
| -16% | -$153K | ﹤0.01% | 843 |
|
|
2019
Q2 | $956K | Sell |
7,189
-1,971
| -22% | -$262K | ﹤0.01% | 770 |
|
|
2019
Q1 | $1.09M | Buy |
9,160
+1,077
| +13% | +$128K | ﹤0.01% | 698 |
|
|
2018
Q4 | $911K | Buy |
8,083
+50
| +0.6% | +$5.64K | ﹤0.01% | 704 |
|
|
2018
Q3 | $1.05M | Sell |
8,033
-3,506
| -30% | -$457K | ﹤0.01% | 740 |
|
|
2018
Q2 | $1.39M | Buy |
11,539
+960
| +9% | +$115K | 0.01% | 579 |
|
|
2018
Q1 | $1.17M | Buy |
10,579
+2,325
| +28% | +$257K | ﹤0.01% | 649 |
|
|
2017
Q4 | $989K | Buy |
8,254
+708
| +9% | +$84.8K | ﹤0.01% | 732 |
|
|
2017
Q3 | $1.09M | Buy |
7,546
+1,497
| +25% | +$215K | 0.01% | 673 |
|
|
2017
Q2 | $901K | Sell |
6,049
-4,363
| -42% | -$650K | ﹤0.01% | 734 |
|
|
2017
Q1 | $1.31M | Buy |
10,412
+1,667
| +19% | +$210K | 0.01% | 566 |
|
|
2016
Q4 | $991K | Sell |
8,745
-385
| -4% | -$43.6K | 0.01% | 622 |
|
|
2016
Q3 | $1.07M | Sell |
9,130
-872
| -9% | -$102K | 0.01% | 572 |
|
|
2016
Q2 | $1.06M | Buy |
10,002
+109
| +1% | +$11.6K | 0.01% | 506 |
|
|
2016
Q1 | $1.07M | Buy |
9,893
+7,095
| +254% | +$765K | 0.01% | 482 |
|
|
2015
Q4 | $348K | Buy |
2,798
+1,043
| +59% | +$130K | ﹤0.01% | 917 |
|
|
2015
Q3 | $207K | Buy |
+1,755
| New | +$207K | ﹤0.01% | 1167 |
|
|
2015
Q2 | – | Sell |
-4,836
| Closed | -$455K | – | 1631 |
|
|
2015
Q1 | $455K | Buy |
4,836
+779
| +19% | +$73.3K | ﹤0.01% | 778 |
|
|
2014
Q4 | $346K | Buy |
4,057
+31
| +0.8% | +$2.64K | ﹤0.01% | 868 |
|
|
2014
Q3 | $353K | Sell |
4,026
-184
| -4% | -$16.1K | ﹤0.01% | 792 |
|
|
2014
Q2 | $332K | Sell |
4,210
-841
| -17% | -$66.3K | ﹤0.01% | 798 |
|
|
2014
Q1 | $366K | Buy |
5,051
+4,352
| +623% | +$315K | 0.01% | 750 |
|
|
2013
Q4 | $49K | Hold |
699
| – | – | ﹤0.01% | 1621 |
|
|
2013
Q3 | $36K | Hold |
699
| – | – | ﹤0.01% | 1720 |
|
|
2013
Q2 | $42K | Buy |
+699
| New | +$42K | ﹤0.01% | 1469 |
|