Legacy Capital Wealth Partners’s Expedia Group EXPE Stock Holding History

Legacy Capital Wealth Partners’s Portfolio EXPE Stock Details EXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,167	Closed	-$404K	–	360
2024 Q4	$404K	Sell	2,167 -13	-0.6%	-$2.24K	0.1%	216
2024 Q3	$323K	Sell	2,180 -1	-0%	-$132	0.06%	261
2024 Q2	$275K	Buy	+2,181	New	+$269K	0.07%	254
2024 Q1	–	Sell	-3,690	Closed	-$560K	–	178
2023 Q4	$560K	Buy	3,690 +9	+0.2%	+$1.1K	0.16%	130
2023 Q3	$379K	Buy	+3,681	New	+$406K	0.1%	182

Other funds holding EXPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Legacy Capital Wealth Partners's EXPE Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of Expedia Group (EXPE) in Q1 2025, closing a stake of 2,167 shares — an estimated $404K sold.

Legacy Capital Wealth Partners first reported a position in EXPE in Q3 2023 and held it in 5 quarters. The position peaked at $560K in Q4 2023. 906 funds tracked by Wall St. Rank hold EXPE as of Q1 2025.

Legacy Capital Wealth Partners reported no remaining Expedia Group position as of Q1 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 2,167 Expedia Group shares in Q1 2025, an estimated $404K.
Legacy Capital Wealth Partners first reported a position in Expedia Group in Q3 2023 and held it in 5 quarters.
Legacy Capital Wealth Partners's Expedia Group position peaked at $560K in Q4 2023.
906 funds tracked by Wall St. Rank held Expedia Group as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.