Sand Hill Global Advisors’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Sell |
20,314
-3,788
| -16% | -$9.81K | ﹤0.01% | 201 |
|
|
2025
Q1 | $73.3K | Sell |
24,102
-3,087
| -11% | -$9.38K | ﹤0.01% | 194 |
|
|
2024
Q4 | $91.1K | Hold |
27,189
| – | – | ﹤0.01% | 187 |
|
|
2024
Q3 | $53.3K | Hold |
27,189
| – | – | ﹤0.01% | 195 |
|
|
2024
Q2 | $40.5K | Hold |
27,189
| – | – | ﹤0.01% | 189 |
|
|
2024
Q1 | $50K | Hold |
27,189
| – | – | ﹤0.01% | 162 |
|
|
2023
Q4 | $67.2K | Hold |
27,189
| – | – | ﹤0.01% | 161 |
|
|
2023
Q3 | $88.4K | Hold |
27,189
| – | – | ﹤0.01% | 151 |
|
|
2023
Q2 | $217K | Hold |
27,189
| – | – | 0.01% | 149 |
|
|
2023
Q1 | $222K | Hold |
27,189
| – | – | 0.01% | 149 |
|
|
2022
Q4 | $240K | Hold |
27,189
| – | – | 0.01% | 149 |
|
|
2022
Q3 | $405K | Hold |
27,189
| – | – | 0.03% | 122 |
|
|
2022
Q2 | $484K | Buy |
+27,189
| New | +$484K | 0.03% | 118 |
|