Heritage Oak Wealth Advisors’s Expedia Group EXPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,484
Closed -$220K 96
2024
Q3
$220K Buy
+1,484
New +$220K 0.1% 136