Steward Partners Investment Advisory’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $847K | Buy |
3,668
+242
| +7% | +$59.4K | ﹤0.01% | 1253 |
|
|
2025
Q4 | $970K | Sell |
3,426
-473
| -12% | -$117K | 0.01% | 1082 |
|
|
2025
Q3 | $833K | Buy |
3,899
+435
| +13% | +$87.4K | ﹤0.01% | 1127 |
|
|
2025
Q2 | $584K | Buy |
3,464
+1,189
| +52% | +$193K | ﹤0.01% | 1221 |
|
|
2025
Q1 | $382K | Sell |
2,275
-1,668
| -42% | -$304K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $735K | Buy |
3,943
+2,796
| +244% | +$482K | 0.01% | 984 |
|
|
2024
Q3 | $170K | Sell |
1,147
-256
| -18% | -$33.9K | ﹤0.01% | 1611 |
|
|
2024
Q2 | $177K | Buy |
1,403
+120
| +9% | +$14.8K | ﹤0.01% | 1506 |
|
|
2024
Q1 | $177K | Buy |
1,283
+121
| +10% | +$17.2K | ﹤0.01% | 1498 |
|
|
2023
Q4 | $176K | Buy |
1,162
+327
| +39% | +$40K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $86.1K | Buy |
835
+135
| +19% | +$14.9K | ﹤0.01% | 1649 |
|
|
2023
Q2 | $76.6K | Sell |
700
-58
| -8% | -$5.68K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $73.5K | Sell |
758
-32
| -4% | -$3.35K | ﹤0.01% | 1707 |
|
|
2022
Q4 | $69.2K | Sell |
790
-47
| -6% | -$4.45K | ﹤0.01% | 1709 |
|
|
2022
Q3 | $78K | Sell |
837
-655
| -44% | -$66.9K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $141K | Sell |
1,492
-139
| -9% | -$19.7K | ﹤0.01% | 1346 |
|
|
2022
Q1 | $319K | Buy |
1,631
+87
| +6% | +$16.3K | ﹤0.01% | 1100 |
|
|
2021
Q4 | $279K | Buy |
1,544
+1,061
| +220% | +$180K | ﹤0.01% | 1174 |
|
|
2021
Q3 | $79K | Sell |
483
-376
| -44% | -$58.1K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $141K | Buy |
859
+182
| +27% | +$31.2K | ﹤0.01% | 1831 |
|
|
2021
Q1 | $117K | Sell |
677
-452
| -40% | -$69.6K | ﹤0.01% | 1544 |
|
|
2020
Q4 | $149K | Buy |
1,129
+159
| +16% | +$17.9K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $89K | Buy |
970
+650
| +203% | +$58.5K | ﹤0.01% | 1262 |
|
|
2020
Q2 | $26K | Hold |
320
| – | – | ﹤0.01% | 1675 |
|
|
2020
Q1 | $18K | Sell |
320
-170
| -35% | -$16.3K | ﹤0.01% | 1640 |
|
|
2019
Q4 | $52K | Sell |
490
-3
| -0.6% | -$352 | ﹤0.01% | 1372 |
|
|
2019
Q3 | $66K | Buy |
493
+180
| +58% | +$23.8K | ﹤0.01% | 1240 |
|
|
2019
Q2 | $41K | Buy |
+313
| New | +$38.6K | ﹤0.01% | 1408 |
|
|
2018
Q4 | – | Sell |
-329
| Closed | -$43K | – | 1206 |
|
|
2018
Q3 | $43K | Buy |
329
+124
| +60% | +$16.1K | ﹤0.01% | 1259 |
|
|
2018
Q2 | $25K | Buy |
205
+72
| +54% | +$8.31K | ﹤0.01% | 1374 |
|
|
2018
Q1 | $14K | Hold |
133
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q4 | $15K | Sell |
133
-7
| -5% | -$908 | ﹤0.01% | 1219 |
|
|
2017
Q3 | $20K | Buy |
140
+28
| +25% | +$4.15K | ﹤0.01% | 933 |
|
|
2017
Q2 | $16K | Sell |
112
-48
| -30% | -$6.74K | ﹤0.01% | 928 |
|
|
2017
Q1 | $20K | Buy |
160
+55
| +52% | +$6.71K | ﹤0.01% | 757 |
|
|
2016
Q4 | $11K | Buy |
+105
| New | +$12.8K | 0.01% | 541 |
|
Other funds holding EXPE
VCM
VPM
WPL
