Optimum Investment Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.56K | Hold |
12
| – | – | ﹤0.01% | 570 |
|
|
2025
Q2 | $2.02K | Hold |
12
| – | – | ﹤0.01% | 577 |
|
|
2025
Q1 | $2.02K | Hold |
12
| – | – | ﹤0.01% | 594 |
|
|
2024
Q4 | $2.24K | Hold |
12
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $1.78K | Hold |
12
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $1.51K | Hold |
12
| – | – | ﹤0.01% | 603 |
|
|
2024
Q1 | $1.65K | Hold |
12
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $1.82K | Hold |
12
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $1.24K | Hold |
12
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $1.31K | Hold |
12
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $1.16K | Hold |
12
| – | – | ﹤0.01% | 693 |
|
|
2022
Q4 | $1.05K | Hold |
12
| – | – | ﹤0.01% | 707 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $2K | Sell |
12
-250
| -95% | -$38.6K | ﹤0.01% | 792 |
|
|
2021
Q2 | $43K | Buy |
262
+230
| +719% | +$39.5K | 0.01% | 540 |
|
|
2021
Q1 | $6K | Hold |
32
| – | – | ﹤0.01% | 810 |
|
|
2020
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 797 |
|
|
2020
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 798 |
|
|
2020
Q2 | $3K | Sell |
32
-1,480
| -98% | -$108K | ﹤0.01% | 779 |
|
|
2020
Q1 | $85K | Sell |
1,512
-6,175
| -80% | -$593K | 0.03% | 336 |
|
|
2019
Q4 | $831K | Sell |
7,687
-2,135
| -22% | -$251K | 0.25% | 102 |
|
|
2019
Q3 | $1.32M | Sell |
9,822
-1,104
| -10% | -$146K | 0.42% | 54 |
|
|
2019
Q2 | $1.45M | Sell |
10,926
-399
| -4% | -$49.2K | 0.47% | 51 |
|
|
2019
Q1 | $1.35M | Buy |
11,325
+10,035
| +778% | +$1.22M | 0.44% | 54 |
|
|
2018
Q4 | $145K | Buy |
1,290
+100
| +8% | +$12K | 0.05% | 308 |
|
|
2018
Q3 | $155K | Hold |
1,190
| – | – | 0.04% | 332 |
|
|
2018
Q2 | $143K | Hold |
1,190
| – | – | 0.04% | 346 |
|
|
2018
Q1 | $131K | Buy |
+1,190
| New | +$138K | 0.04% | 347 |
|
|
2015
Q1 | $98K | Buy |
1,040
+1,000
| +2,500% | +$88.8K | 0.03% | 380 |
|
|
2014
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 941 |
|
|
2014
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 854 |
|
|
2014
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 874 |
|
|
2014
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 697 |
|
|
2013
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 699 |
|
|
2013
Q3 | $2K | Buy |
+40
| New | +$2.14K | ﹤0.01% | 685 |
|
Other funds holding EXPE
WPL
Optimum Investment Advisors's EXPE Position: Q3 2025 in Review
Optimum Investment Advisors held its Expedia Group (EXPE) position steady in Q3 2025 at 12 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #570.
Optimum Investment Advisors first reported a position in EXPE in Q3 2013 and has held it in 38 quarters since. The position peaked at $1.45M in Q2 2019. 1,007 funds tracked by Wall St. Rank hold EXPE as of Q3 2025.
- Optimum Investment Advisors held 12 shares of Expedia Group worth $2.56K as of Q3 2025.
- Optimum Investment Advisors left its Expedia Group share count unchanged in Q3 2025.
- Expedia Group made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #570 holding.
- Optimum Investment Advisors first reported a position in Expedia Group in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Expedia Group position peaked at $1.45M in Q2 2019.
- 1,007 funds tracked by Wall St. Rank held Expedia Group as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.