UBS Group’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
61,041
-240,318
| -80% | -$622K | ﹤0.01% | 5635 |
|
|
2025
Q1 | $916K | Buy |
301,359
+40,582
| +16% | +$123K | ﹤0.01% | 4252 |
|
|
2024
Q4 | $874K | Buy |
260,777
+248,556
| +2,034% | +$833K | ﹤0.01% | 4316 |
|
|
2024
Q3 | $24K | Sell |
12,221
-55,675
| -82% | -$109K | ﹤0.01% | 6055 |
|
|
2024
Q2 | $101K | Sell |
67,896
-40,008
| -37% | -$59.6K | ﹤0.01% | 5023 |
|
|
2024
Q1 | $199K | Buy |
107,904
+46,744
| +76% | +$86K | ﹤0.01% | 4716 |
|
|
2023
Q4 | $151K | Buy |
61,160
+58,932
| +2,645% | +$146K | ﹤0.01% | 4757 |
|
|
2023
Q3 | $7.24K | Buy |
2,228
+1,568
| +238% | +$5.1K | ﹤0.01% | 6106 |
|
|
2023
Q2 | $5.27K | Sell |
660
-1,424
| -68% | -$11.4K | ﹤0.01% | 6378 |
|
|
2023
Q1 | $17K | Buy |
2,084
+1,801
| +636% | +$14.7K | ﹤0.01% | 6110 |
|
|
2022
Q4 | $2.5K | Sell |
283
-3,491
| -93% | -$30.8K | ﹤0.01% | 8468 |
|
|
2022
Q3 | $56K | Buy |
+3,774
| New | +$56K | ﹤0.01% | 5164 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$14K | – | 9368 |
|
|
2022
Q1 | $14K | Buy |
+800
| New | +$14K | ﹤0.01% | 6884 |
|