Institute for Wealth Management’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
3,248
-50
| -2% | -$8.43K | 0.06% | 295 |
|
|
2025
Q1 | $554K | Hold |
3,298
| – | – | 0.07% | 272 |
|
|
2024
Q4 | $615K | Hold |
3,298
| – | – | 0.08% | 251 |
|
|
2024
Q3 | $488K | Buy |
3,298
+1,120
| +51% | +$166K | 0.06% | 305 |
|
|
2024
Q2 | $274K | Buy |
+2,178
| New | +$274K | 0.04% | 405 |
|
|
2024
Q1 | – | Sell |
-1,455
| Closed | -$221K | – | 511 |
|
|
2023
Q4 | $221K | Buy |
+1,455
| New | +$221K | 0.04% | 436 |
|
|
2022
Q2 | – | Sell |
-1,721
| Closed | -$337K | – | 539 |
|
|
2022
Q1 | $337K | Sell |
1,721
-76
| -4% | -$14.9K | 0.05% | 386 |
|
|
2021
Q4 | $325K | Buy |
1,797
+20
| +1% | +$3.62K | 0.05% | 363 |
|
|
2021
Q3 | $291K | Hold |
1,777
| – | – | 0.05% | 383 |
|
|
2021
Q2 | $291K | Sell |
1,777
-50
| -3% | -$8.19K | 0.05% | 382 |
|
|
2021
Q1 | $314K | Buy |
1,827
+25
| +1% | +$4.3K | 0.06% | 350 |
|
|
2020
Q4 | $239K | Buy |
+1,802
| New | +$239K | 0.05% | 388 |
|
|
2019
Q4 | – | Sell |
-2,255
| Closed | -$303K | – | 683 |
|
|
2019
Q3 | $303K | Buy |
2,255
+143
| +7% | +$19.2K | 0.08% | 321 |
|
|
2019
Q2 | $281K | Sell |
2,112
-39
| -2% | -$5.19K | 0.06% | 370 |
|
|
2019
Q1 | $256K | Sell |
2,151
-63
| -3% | -$7.5K | 0.06% | 364 |
|
|
2018
Q4 | $249K | Buy |
+2,214
| New | +$249K | 0.1% | 218 |
|