Valeo Financial Advisors’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 | $383K | Buy |
+153,184
| New | +$383K | 0.01% | 511 |
|
|
2025
Q1 | – | Sell |
-1,074
| Closed | -$200K | – | 690 |
|
|
2024
Q4 | $200K | Buy |
+1,074
| New | +$200K | 0.01% | 647 |
|
|
2021
Q2 | – | Sell |
-152
| Closed | -$26K | – | 866 |
|
|
2021
Q1 | $26K | Buy |
152
+2
| +1% | +$342 | ﹤0.01% | 1022 |
|
|
2020
Q4 | $20K | Hold |
150
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q3 | $14K | Sell |
150
-12
| -7% | -$1.12K | ﹤0.01% | 961 |
|
|
2020
Q2 | $13K | Hold |
162
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q1 | $10K | Sell |
162
-489
| -75% | -$30.2K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $70K | Hold |
651
| – | – | 0.01% | 531 |
|
|
2019
Q3 | $88K | Buy |
651
+91
| +16% | +$12.3K | 0.01% | 463 |
|
|
2019
Q2 | $74K | Hold |
560
| – | – | 0.01% | 494 |
|
|
2019
Q1 | $67K | Hold |
560
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $63K | Hold |
560
| – | – | 0.01% | 466 |
|
|
2018
Q3 | $70K | Buy |
560
+410
| +273% | +$51.3K | 0.01% | 475 |
|
|
2018
Q2 | $20K | Hold |
150
| – | – | ﹤0.01% | 756 |
|
|
2018
Q1 | $17K | Hold |
150
| – | – | ﹤0.01% | 752 |
|
|
2017
Q4 | $18K | Buy |
+150
| New | +$18K | ﹤0.01% | 690 |
|