Fidelity Investments’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.25K | Buy |
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|
2025
Q2 | $5.85K | Sell |
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|
2025
Q1 | $9.98K | Buy |
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|
2024
Q4 | $5.72K | Hold |
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|
2024
Q3 | $3.35K | Sell |
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|
2024
Q2 | $2.76K | Sell |
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|
2024
Q1 | $9K | Buy |
|
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|
2023
Q4 | $1.79K | Sell |
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|
2023
Q3 | $4.67K | Buy |
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|
2023
Q2 | $5.56K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $34 | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $38.9M | Buy |
|