Evoke Wealth’s Expedia Group EXPE Stock Holding History

Evoke Wealth’s Portfolio EXPE Stock Details EXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$599K	Sell	2,593 -585	-18%	-$144K	0.01%	370
2025 Q4	$900K	Buy	3,178 +111	+4%	+$27.4K	0.02%	287
2025 Q3	$656K	Buy	3,067 +315	+11%	+$63.3K	0.01%	307
2025 Q2	$464K	Buy	+2,752	New	+$446K	0.01%	361
2022 Q4	–	Sell	-45	Closed	-$4K	–	640
2022 Q3	$4K	Buy	45 +34	+309%	+$3.47K	﹤0.01%	915
2022 Q2	$1K	Sell	11 -28	-72%	-$3.96K	﹤0.01%	1106
2022 Q1	$8K	Buy	39 +34	+680%	+$6.36K	﹤0.01%	806
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	1114
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1166
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	1107
2021 Q1	$1K	Sell	5 -200	-98%	-$30.8K	﹤0.01%	1101
2020 Q4	$27K	Buy	205 +200	+4,000%	+$22.5K	﹤0.01%	454
2020 Q3	$0	Sell	5 -869	-99%	-$78.2K	﹤0.01%	1051
2020 Q2	$72K	Sell	874 -78	-8%	-$5.67K	0.01%	312
2020 Q1	$53.6K	Sell	952 -6	-0.6%	-$576	0.01%	339
2019 Q4	$104K	Buy	958 +1	+0.1%	+$117	0.01%	318
2019 Q3	$129K	Buy	+957	New	+$126K	0.02%	328

Other funds holding EXPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return