EWM
Evercore Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
2,207
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $371K | Hold |
2,207
| – | – | 0.01% | 312 |
|
|
2024
Q4 | $411K | Hold |
2,207
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $327K | Hold |
2,207
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $278K | Sell |
2,207
-42
| -2% | -$5.29K | ﹤0.01% | 347 |
|
|
2024
Q1 | $310K | Hold |
2,249
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $341K | Hold |
2,249
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $232K | Sell |
2,249
-479
| -18% | -$49.4K | ﹤0.01% | 362 |
|
|
2023
Q2 | $298K | Sell |
2,728
-59
| -2% | -$6.45K | 0.01% | 330 |
|
|
2023
Q1 | $270K | Sell |
2,787
-24
| -0.9% | -$2.33K | 0.01% | 344 |
|
|
2022
Q4 | $246K | Buy |
2,811
+79
| +3% | +$6.92K | 0.01% | 352 |
|
|
2022
Q3 | $256K | Sell |
2,732
-87
| -3% | -$8.15K | 0.01% | 335 |
|
|
2022
Q2 | $267K | Hold |
2,819
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $552K | Buy |
2,819
+4
| +0.1% | +$783 | 0.01% | 269 |
|
|
2021
Q4 | $509K | Hold |
2,815
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $461K | Hold |
2,815
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $461K | Hold |
2,815
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $485K | Hold |
2,815
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $373K | Sell |
2,815
-7
| -0.2% | -$928 | 0.01% | 326 |
|
|
2020
Q3 | $259K | Buy |
2,822
+7
| +0.2% | +$642 | 0.01% | 327 |
|
|
2020
Q2 | $231K | Buy |
+2,815
| New | +$231K | 0.01% | 342 |
|
|
2016
Q2 | – | Sell |
-39
| Closed | -$4K | – | 1024 |
|
|
2016
Q1 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 874 |
|
|
2014
Q2 | – | Sell |
-35
| Closed | -$3K | – | 1014 |
|
|
2014
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 881 |
|
|
2013
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 824 |
|
|
2013
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 950 |
|