Fidelity Investments’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85K | Sell |
2,259
-1,025
| -31% | -$2.66K | ﹤0.01% | 4674 |
|
|
2025
Q1 | $9.98K | Buy |
3,284
+1,575
| +92% | +$4.79K | ﹤0.01% | 4501 |
|
|
2024
Q4 | $5.73K | Hold |
1,709
| – | – | ﹤0.01% | 4634 |
|
|
2024
Q3 | $3.35K | Sell |
1,709
-146
| -8% | -$286 | ﹤0.01% | 4693 |
|
|
2024
Q2 | $2.76K | Sell |
1,855
-3,038
| -62% | -$4.53K | ﹤0.01% | 4666 |
|
|
2024
Q1 | $9K | Buy |
4,893
+4,167
| +574% | +$7.67K | ﹤0.01% | 4310 |
|
|
2023
Q4 | $1.79K | Sell |
726
-711
| -49% | -$1.76K | ﹤0.01% | 4667 |
|
|
2023
Q3 | $4.67K | Buy |
1,437
+740
| +106% | +$2.41K | ﹤0.01% | 4346 |
|
|
2023
Q2 | $5.56K | Buy |
+697
| New | +$5.56K | ﹤0.01% | 4332 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$34 | – | 5360 |
|
|
2022
Q4 | $34 | Sell |
4
-230
| -98% | -$1.96K | ﹤0.01% | 5010 |
|
|
2022
Q3 | $3K | Sell |
234
-833
| -78% | -$10.7K | ﹤0.01% | 4457 |
|
|
2022
Q2 | $19K | Sell |
1,067
-13,924
| -93% | -$248K | ﹤0.01% | 3896 |
|
|
2022
Q1 | $264K | Sell |
14,991
-869,789
| -98% | -$15.3M | ﹤0.01% | 3187 |
|
|
2021
Q4 | $38.9M | Buy |
+884,780
| New | +$38.9M | ﹤0.01% | 1527 |
|