Morgan Stanley’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
940,245
+10,833
| +1% | +$28.1K | ﹤0.01% | 4575 |
|
|
2025
Q1 | $2.83M | Buy |
929,412
+41,674
| +5% | +$127K | ﹤0.01% | 4375 |
|
|
2024
Q4 | $2.97M | Buy |
887,738
+617,381
| +228% | +$2.07M | ﹤0.01% | 4412 |
|
|
2024
Q3 | $530K | Sell |
270,357
-19,895
| -7% | -$39K | ﹤0.01% | 5375 |
|
|
2024
Q2 | $432K | Sell |
290,252
-109,389
| -27% | -$163K | ﹤0.01% | 5355 |
|
|
2024
Q1 | $735K | Sell |
399,641
-664,339
| -62% | -$1.22M | ﹤0.01% | 5135 |
|
|
2023
Q4 | $2.63M | Buy |
1,063,980
+681,028
| +178% | +$1.68M | ﹤0.01% | 4774 |
|
|
2023
Q3 | $1.24M | Sell |
382,952
-130,660
| -25% | -$425K | ﹤0.01% | 4670 |
|
|
2023
Q2 | $4.1M | Buy |
513,612
+284,546
| +124% | +$2.27M | ﹤0.01% | 3920 |
|
|
2023
Q1 | $1.87M | Buy |
229,066
+151,720
| +196% | +$1.24M | ﹤0.01% | 4499 |
|
|
2022
Q4 | $683K | Buy |
77,346
+22,601
| +41% | +$200K | ﹤0.01% | 5071 |
|
|
2022
Q3 | $815K | Buy |
54,745
+23,705
| +76% | +$353K | ﹤0.01% | 4998 |
|
|
2022
Q2 | $552K | Buy |
31,040
+3,341
| +12% | +$59.4K | ﹤0.01% | 5363 |
|
|
2022
Q1 | $486K | Buy |
27,699
+3,164
| +13% | +$55.5K | ﹤0.01% | 5417 |
|
|
2021
Q4 | $1.08M | Buy |
+24,535
| New | +$1.08M | ﹤0.01% | 5016 |
|