EP Wealth Advisors’s Expedia Group EXPE Stock Holding History

EP Wealth Advisors’s Portfolio EXPE Stock Details EXPE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$811K	Sell
2025 Q1	$810K	Sell
2024 Q4	$955K	Hold
2024 Q3	$759K	Buy
2020 Q1	–	Sell
2019 Q4	$2.3M	Sell
2019 Q3	$3.52M	Sell
2019 Q2	$3.7M	Buy