Perigon Wealth Management’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,331
| Closed | -$251K | – | 1042 |
|
|
2024
Q4 | $251K | Buy |
+1,331
| New | +$251K | 0.01% | 880 |
|
|
2021
Q3 | – | Sell |
-3,175
| Closed | -$520K | – | 536 |
|
|
2021
Q2 | $520K | Buy |
3,175
+481
| +18% | +$78.8K | 0.05% | 302 |
|
|
2021
Q1 | $464K | Buy |
2,694
+2,521
| +1,457% | +$434K | 0.05% | 305 |
|
|
2020
Q4 | $23K | Buy |
+173
| New | +$23K | ﹤0.01% | 983 |
|