SVB Wealth’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,709
-699
| -29% | -$118K | 0.02% | 370 |
|
|
2025
Q1 | $405K | Buy |
2,408
+84
| +4% | +$14.1K | 0.02% | 224 |
|
|
2024
Q4 | $433K | Buy |
+2,324
| New | +$433K | 0.01% | 454 |
|
|
2024
Q3 | – | Sell |
-2,426
| Closed | -$306K | – | 210 |
|
|
2024
Q2 | $306K | Sell |
2,426
-486
| -17% | -$61.2K | 0.01% | 560 |
|
|
2024
Q1 | $401K | Sell |
2,912
-599
| -17% | -$82.5K | 0.01% | 543 |
|
|
2023
Q4 | $533K | Sell |
3,511
-87
| -2% | -$13.2K | 0.01% | 461 |
|
|
2023
Q3 | $371K | Buy |
3,598
+294
| +9% | +$30.3K | 0.01% | 536 |
|
|
2023
Q2 | $361K | Buy |
+3,304
| New | +$361K | 0.01% | 591 |
|
|
2022
Q2 | – | Sell |
-1,194
| Closed | -$233K | – | 784 |
|
|
2022
Q1 | $233K | Sell |
1,194
-26
| -2% | -$5.07K | ﹤0.01% | 656 |
|
|
2021
Q4 | $221K | Buy |
+1,220
| New | +$221K | ﹤0.01% | 666 |
|