Creative Planning’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.17M | Sell |
35,369
-18,044
| -34% | -$4.43M | 0.01% | 825 |
|
|
2025
Q4 | $15.1M | Buy |
53,413
+12,972
| +32% | +$3.21M | 0.01% | 475 |
|
|
2025
Q3 | $8.64M | Buy |
40,441
+16,821
| +71% | +$3.38M | 0.01% | 625 |
|
|
2025
Q2 | $3.98M | Buy |
23,620
+5,035
| +27% | +$817K | ﹤0.01% | 876 |
|
|
2025
Q1 | $3.12M | Buy |
18,585
+2,498
| +16% | +$455K | ﹤0.01% | 916 |
|
|
2024
Q4 | $3M | Buy |
16,087
+2,261
| +16% | +$390K | ﹤0.01% | 900 |
|
|
2024
Q3 | $2.05M | Sell |
13,826
-29,101
| -68% | -$3.86M | ﹤0.01% | 1045 |
|
|
2024
Q2 | $5.41M | Buy |
42,927
+4,684
| +12% | +$578K | 0.01% | 590 |
|
|
2024
Q1 | $5.27M | Buy |
38,243
+11,092
| +41% | +$1.58M | 0.01% | 586 |
|
|
2023
Q4 | $4.12M | Sell |
27,151
-7,969
| -23% | -$976K | 0.01% | 620 |
|
|
2023
Q3 | $3.62M | Buy |
35,120
+3,628
| +12% | +$400K | ﹤0.01% | 625 |
|
|
2023
Q2 | $3.44M | Buy |
31,492
+2,688
| +9% | +$263K | ﹤0.01% | 628 |
|
|
2023
Q1 | $2.79M | Buy |
28,804
+269
| +0.9% | +$28.2K | ﹤0.01% | 669 |
|
|
2022
Q4 | $2.5M | Buy |
28,535
+6,562
| +30% | +$621K | ﹤0.01% | 677 |
|
|
2022
Q3 | $2.06M | Sell |
21,973
-8,077
| -27% | -$824K | ﹤0.01% | 692 |
|
|
2022
Q2 | $2.85M | Sell |
30,050
-1,446
| -5% | -$205K | ﹤0.01% | 597 |
|
|
2022
Q1 | $6.16M | Sell |
31,496
-7,182
| -19% | -$1.34M | 0.01% | 410 |
|
|
2021
Q4 | $6.99M | Buy |
38,678
+2,368
| +7% | +$402K | 0.01% | 347 |
|
|
2021
Q3 | $5.95M | Buy |
36,310
+5,734
| +19% | +$886K | 0.01% | 373 |
|
|
2021
Q2 | $5.01M | Sell |
30,576
-2,050
| -6% | -$352K | 0.01% | 407 |
|
|
2021
Q1 | $5.62M | Buy |
32,626
+1,816
| +6% | +$279K | 0.01% | 389 |
|
|
2020
Q4 | $4.08M | Buy |
30,810
+26,000
| +541% | +$2.93M | 0.01% | 421 |
|
|
2020
Q3 | $441K | Buy |
4,810
+412
| +9% | +$37.1K | ﹤0.01% | 1194 |
|
|
2020
Q2 | $362K | Sell |
4,398
-2,951
| -40% | -$215K | ﹤0.01% | 1197 |
|
|
2020
Q1 | $414K | Buy |
7,349
+3,325
| +83% | +$319K | ﹤0.01% | 1041 |
|
|
2019
Q4 | $435K | Sell |
4,024
-2,029
| -34% | -$238K | ﹤0.01% | 1188 |
|
|
2019
Q3 | $814K | Sell |
6,053
-1,136
| -16% | -$150K | ﹤0.01% | 846 |
|
|
2019
Q2 | $956K | Sell |
7,189
-1,971
| -22% | -$243K | ﹤0.01% | 774 |
|
|
2019
Q1 | $1.09M | Buy |
9,160
+1,077
| +13% | +$131K | ﹤0.01% | 701 |
|
|
2018
Q4 | $911K | Buy |
8,083
+50
| +0.6% | +$5.98K | ﹤0.01% | 709 |
|
|
2018
Q3 | $1.05M | Sell |
8,033
-3,506
| -30% | -$455K | ﹤0.01% | 745 |
|
|
2018
Q2 | $1.39M | Buy |
11,539
+960
| +9% | +$111K | 0.01% | 583 |
|
|
2018
Q1 | $1.17M | Buy |
10,579
+2,325
| +28% | +$271K | ﹤0.01% | 654 |
|
|
2017
Q4 | $989K | Buy |
8,254
+708
| +9% | +$91.9K | ﹤0.01% | 739 |
|
|
2017
Q3 | $1.09M | Buy |
7,546
+1,497
| +25% | +$222K | 0.01% | 676 |
|
|
2017
Q2 | $901K | Sell |
6,049
-4,363
| -42% | -$612K | ﹤0.01% | 740 |
|
|
2017
Q1 | $1.31M | Buy |
10,412
+1,667
| +19% | +$204K | 0.01% | 569 |
|
|
2016
Q4 | $991K | Sell |
8,745
-385
| -4% | -$47K | 0.01% | 623 |
|
|
2016
Q3 | $1.07M | Sell |
9,130
-872
| -9% | -$98.6K | 0.01% | 574 |
|
|
2016
Q2 | $1.06M | Buy |
10,002
+109
| +1% | +$11.8K | 0.01% | 506 |
|
|
2016
Q1 | $1.07M | Buy |
9,893
+7,095
| +254% | +$757K | 0.01% | 482 |
|
|
2015
Q4 | $348K | Buy |
2,798
+1,043
| +59% | +$132K | ﹤0.01% | 922 |
|
|
2015
Q3 | $207K | Buy |
+1,755
| New | +$202K | ﹤0.01% | 1174 |
|
|
2015
Q2 | – | Sell |
-4,836
| Closed | -$455K | – | 1700 |
|
|
2015
Q1 | $455K | Buy |
4,836
+779
| +19% | +$69.2K | ﹤0.01% | 780 |
|
|
2014
Q4 | $346K | Buy |
4,057
+31
| +0.8% | +$2.63K | ﹤0.01% | 870 |
|
|
2014
Q3 | $353K | Sell |
4,026
-184
| -4% | -$15.4K | ﹤0.01% | 793 |
|
|
2014
Q2 | $332K | Sell |
4,210
-841
| -17% | -$61.3K | ﹤0.01% | 799 |
|
|
2014
Q1 | $366K | Buy |
5,051
+4,352
| +623% | +$315K | 0.01% | 751 |
|
|
2013
Q4 | $49K | Hold |
699
| – | – | ﹤0.01% | 1621 |
|
|
2013
Q3 | $36K | Hold |
699
| – | – | ﹤0.01% | 1720 |
|
|
2013
Q2 | $42K | Buy |
+699
| New | +$41.4K | ﹤0.01% | 1469 |
|
Other funds holding EXPE
VCM
VPM
WPL
