JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62K | Sell |
57
-12
| -17% | -$2.02K | ﹤0.01% | 875 |
|
|
2025
Q1 | $11.6K | Buy |
69
+12
| +21% | +$2.02K | ﹤0.01% | 831 |
|
|
2024
Q4 | $10.6K | Buy |
57
+1
| +2% | +$186 | ﹤0.01% | 830 |
|
|
2024
Q3 | $8.29K | Buy |
56
+5
| +10% | +$740 | ﹤0.01% | 921 |
|
|
2024
Q2 | $6.43K | Hold |
51
| – | – | ﹤0.01% | 958 |
|
|
2024
Q1 | $7.03K | Hold |
51
| – | – | ﹤0.01% | 945 |
|
|
2023
Q4 | $7.74K | Sell |
51
-3
| -6% | -$455 | ﹤0.01% | 873 |
|
|
2023
Q3 | $5.57K | Buy |
54
+20
| +59% | +$2.06K | ﹤0.01% | 954 |
|
|
2023
Q2 | $3.72K | Buy |
34
+14
| +70% | +$1.53K | ﹤0.01% | 1139 |
|
|
2023
Q1 | $1.94K | Buy |
20
+1
| +5% | +$97 | ﹤0.01% | 1379 |
|
|
2022
Q4 | $1.66K | Sell |
19
-7
| -27% | -$613 | ﹤0.01% | 1440 |
|
|
2022
Q3 | $2K | Sell |
26
-4
| -13% | -$308 | ﹤0.01% | 1312 |
|
|
2022
Q2 | $3K | Sell |
30
-35
| -54% | -$3.5K | ﹤0.01% | 1174 |
|
|
2022
Q1 | $13K | Buy |
65
+50
| +333% | +$10K | ﹤0.01% | 710 |
|
|
2021
Q4 | $3K | Sell |
15
-662
| -98% | -$132K | ﹤0.01% | 934 |
|
|
2021
Q3 | $111K | Buy |
+677
| New | +$111K | 0.01% | 288 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$3K | – | 608 |
|
|
2021
Q1 | $3K | Buy |
20
+7
| +54% | +$1.05K | ﹤0.01% | 510 |
|
|
2020
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 529 |
|