EP Wealth Advisors’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 | $811K | Sell |
4,805
-14
| -0.3% | -$2.36K | 0.01% | 623 |
|
|
2025
Q1 | $810K | Sell |
4,819
-308
| -6% | -$51.8K | 0.01% | 553 |
|
|
2024
Q4 | $955K | Hold |
5,127
| – | – | 0.01% | 512 |
|
|
2024
Q3 | $759K | Buy |
+5,127
| New | +$759K | 0.01% | 569 |
|
|
2020
Q1 | – | Sell |
-21,286
| Closed | -$2.3M | – | 397 |
|
|
2019
Q4 | $2.3M | Sell |
21,286
-4,902
| -19% | -$530K | 0.09% | 126 |
|
|
2019
Q3 | $3.52M | Sell |
26,188
-1,596
| -6% | -$215K | 0.17% | 74 |
|
|
2019
Q2 | $3.7M | Buy |
+27,784
| New | +$3.7M | 0.23% | 57 |
|