HWM
Hohimer Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
26,831
+68
| +0.3% | +$11.5K | 0.8% | 36 |
|
|
2025
Q1 | $4.5M | Sell |
26,763
-2,126
| -7% | -$357K | 0.88% | 32 |
|
|
2024
Q4 | $5.38M | Buy |
28,889
+5,579
| +24% | +$1.04M | 1.01% | 26 |
|
|
2024
Q3 | $3.45M | Buy |
23,310
+127
| +0.5% | +$18.8K | 0.74% | 57 |
|
|
2024
Q2 | $2.92M | Buy |
+23,183
| New | +$2.92M | 0.68% | 61 |
|
|
2024
Q1 | – | Sell |
-6,711
| Closed | -$1.02M | – | 230 |
|
|
2023
Q4 | $1.02M | Buy |
6,711
+78
| +1% | +$11.8K | 0.26% | 113 |
|
|
2023
Q3 | $684K | Buy |
6,633
+126
| +2% | +$13K | 0.2% | 130 |
|
|
2023
Q2 | $712K | Sell |
6,507
-116
| -2% | -$12.7K | 0.2% | 128 |
|
|
2023
Q1 | $643K | Buy |
6,623
+1,591
| +32% | +$154K | 0.19% | 134 |
|
|
2022
Q4 | $441K | Buy |
+5,032
| New | +$441K | 0.14% | 118 |
|
|
2020
Q1 | – | Sell |
-18,842
| Closed | -$2.04M | – | 190 |
|
|
2019
Q4 | $2.04M | Buy |
+18,842
| New | +$2.04M | 0.71% | 41 |
|