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
2026 Q1	$382K	Hold	1,655	–	–	0.01%	313
2025 Q4	$469K	Hold	1,655	–	–	0.01%	296
2025 Q3	$354K	Sell	1,655 -552	-25%	-$111K	0.01%	331
2025 Q2	$372K	Hold	2,207	–	–	0.01%	316
2025 Q1	$371K	Hold	2,207	–	–	0.01%	317
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%	-$5.18K	﹤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%	-$52.9K	﹤0.01%	362
2023 Q2	$298K	Sell	2,728 -59	-2%	-$5.78K	0.01%	330
2023 Q1	$270K	Sell	2,787 -24	-0.9%	-$2.52K	0.01%	344
2022 Q4	$246K	Buy	2,811 +79	+3%	+$7.47K	0.01%	352
2022 Q3	$256K	Sell	2,732 -87	-3%	-$8.88K	0.01%	335
2022 Q2	$267K	Hold	2,819	–	–	0.01%	334
2022 Q1	$552K	Buy	2,819 +4	+0.1%	+$748	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%	-$789	0.01%	327
2020 Q3	$259K	Buy	2,822 +7	+0.2%	+$630	0.01%	327
2020 Q2	$231K	Buy	+2,815	New	+$205K	0.01%	342
2016 Q2	–	Sell	-39	Closed	-$4K	–	1024
2016 Q1	$4K	Buy	+39	New	+$4.16K	﹤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	+$1.87K	﹤0.01%	950