Evercore 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 | $372K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $509K | Hold |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $485K | Hold |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $259K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Buy |
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