Mount Yale Investment 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 | $20.9K | Buy |
+124
| New | +$20.9K | ﹤0.01% | 1031 |
|
|
2021
Q4 | – | Sell |
-2,375
| Closed | -$389K | – | 463 |
|
|
2021
Q3 | $389K | Sell |
2,375
-3,008
| -56% | -$493K | 0.04% | 317 |
|
|
2021
Q2 | $881K | Buy |
+5,383
| New | +$881K | 0.11% | 201 |
|
|
2020
Q2 | – | Sell |
-21,086
| Closed | -$1.19M | – | 342 |
|
|
2020
Q1 | $1.19M | Buy |
21,086
+1,307
| +7% | +$73.6K | 0.27% | 100 |
|
|
2019
Q4 | $2.15M | Buy |
19,779
+1,375
| +7% | +$149K | 0.37% | 63 |
|
|
2019
Q3 | $1.76M | Sell |
18,404
-681
| -4% | -$65.2K | 0.32% | 81 |
|
|
2019
Q2 | $2.43M | Buy |
19,085
+1,694
| +10% | +$215K | 0.45% | 51 |
|
|
2019
Q1 | $2.07M | Buy |
17,391
+6,408
| +58% | +$763K | 0.39% | 64 |
|
|
2018
Q4 | $1.39M | Buy |
10,983
+218
| +2% | +$27.6K | 0.28% | 89 |
|
|
2018
Q3 | $1.38M | Sell |
10,765
-163
| -1% | -$20.9K | 0.24% | 92 |
|
|
2018
Q2 | $1.31M | Buy |
10,928
+71
| +0.7% | +$8.53K | 0.25% | 93 |
|
|
2018
Q1 | $1.2M | Buy |
+10,857
| New | +$1.2M | 0.26% | 95 |
|