Personal CFO Solutions’s eXp World Holdings EXPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,541
Closed -$123K 496
2025
Q1
$123K Sell
12,541
-2,677
-18% -$26.2K 0.02% 443
2024
Q4
$175K Sell
15,218
-442
-3% -$5.09K 0.03% 451
2024
Q3
$221K Sell
15,660
-2,715
-15% -$38.3K 0.03% 510
2024
Q2
$207K Sell
18,375
-2,392
-12% -$27K 0.03% 500
2024
Q1
$215K Sell
20,767
-32
-0.2% -$331 0.03% 504
2023
Q4
$323K Buy
20,799
+3,029
+17% +$47K 0.06% 359
2023
Q3
$289K Sell
17,770
-2,868
-14% -$46.6K 0.06% 332
2023
Q2
$419K Sell
20,638
-1,549
-7% -$31.4K 0.08% 245
2023
Q1
$282K Buy
22,187
+4,069
+22% +$51.6K 0.06% 330
2022
Q4
$201K Buy
18,118
+5,335
+42% +$59.1K 0.04% 425
2022
Q3
$143K Buy
12,783
+191
+2% +$2.14K 0.04% 393
2022
Q2
$148K Buy
12,592
+1,603
+15% +$18.8K 0.03% 408
2022
Q1
$233K Buy
+10,989
New +$233K 0.05% 402