Invesco’s Expensify EXFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.2K | Buy |
+37,928
| New | +$98.2K | ﹤0.01% | 3653 |
|
|
2024
Q2 | – | Sell |
-56,071
| Closed | -$103K | – | 3896 |
|
|
2024
Q1 | $103K | Buy |
56,071
+31,634
| +129% | +$58.2K | ﹤0.01% | 3722 |
|
|
2023
Q4 | $60.4K | Sell |
24,437
-4,851
| -17% | -$12K | ﹤0.01% | 3726 |
|
|
2023
Q3 | $95.2K | Buy |
29,288
+659
| +2% | +$2.14K | ﹤0.01% | 3709 |
|
|
2023
Q2 | $228K | Buy |
+28,629
| New | +$228K | ﹤0.01% | 3560 |
|
|
2022
Q3 | – | Sell |
-386,435
| Closed | -$6.87M | – | 3982 |
|
|
2022
Q2 | $6.87M | Buy |
386,435
+165,347
| +75% | +$2.94M | ﹤0.01% | 2093 |
|
|
2022
Q1 | $3.88M | Sell |
221,088
-78,420
| -26% | -$1.38M | ﹤0.01% | 2489 |
|
|
2021
Q4 | $13.2M | Buy |
+299,508
| New | +$13.2M | ﹤0.01% | 1828 |
|