Kathryn A. Hall’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,677,136
| Closed | -$5.45M | – | 51 |
|
|
2023
Q3 | $5.45M | Sell |
1,677,136
-300,000
| -15% | -$975K | 1.85% | 15 |
|
|
2023
Q2 | $15.8M | Hold |
1,977,136
| – | – | 5.14% | 5 |
|
|
2023
Q1 | $16.1M | Sell |
1,977,136
-364,454
| -16% | -$2.97M | 4.72% | 6 |
|
|
2022
Q4 | $20.7M | Hold |
2,341,590
| – | – | 8.49% | 4 |
|
|
2022
Q3 | $34.8M | Hold |
2,341,590
| – | – | 14.44% | 1 |
|
|
2022
Q2 | $41.7M | Hold |
2,341,590
| – | – | 15.2% | 1 |
|
|
2022
Q1 | $41.1M | Hold |
2,341,590
| – | – | 12.4% | 2 |
|
|
2021
Q4 | $103M | Buy |
+2,341,590
| New | +$103M | 23.77% | 1 |
|