Sand Hill Global Advisors’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.6K | Hold |
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|
2025
Q2 | $52.6K | Sell |
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|
2025
Q1 | $73.3K | Sell |
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|
2024
Q4 | $91.1K | Hold |
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|
2024
Q3 | $53.3K | Hold |
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|
2024
Q2 | $40.5K | Hold |
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|
2024
Q1 | $50K | Hold |
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|
2023
Q4 | $67.2K | Hold |
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|
2023
Q3 | $88.4K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $484K | Buy |
|