PVM
Palogic Value Management’s Expensify EXFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
501,420
+96,935
| +24% | +$251K | 0.53% | 53 |
|
|
2025
Q1 | $1.23M | Sell |
404,485
-146,321
| -27% | -$445K | 0.53% | 63 |
|
|
2024
Q4 | $1.85M | Sell |
550,806
-324,194
| -37% | -$1.09M | 0.7% | 44 |
|
|
2024
Q3 | $1.72M | Sell |
875,000
-625,000
| -42% | -$1.23M | 0.58% | 47 |
|
|
2024
Q2 | $2.24M | Buy |
1,500,000
+232,386
| +18% | +$346K | 0.95% | 31 |
|
|
2024
Q1 | $2.33M | Buy |
1,267,614
+467,614
| +58% | +$860K | 1.01% | 31 |
|
|
2023
Q4 | $1.98M | Buy |
800,000
+200,000
| +33% | +$494K | 0.88% | 39 |
|
|
2023
Q3 | $1.95M | Buy |
+600,000
| New | +$1.95M | 0.92% | 33 |
|