Waldron Private 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
Q1 | – | Sell |
-1,239
| Closed | -$231K | – | 345 |
|
|
2024
Q4 | $231K | Buy |
+1,239
| New | +$231K | 0.01% | 380 |
|
|
2024
Q3 | – | Sell |
-1,797
| Closed | -$226K | – | 496 |
|
|
2024
Q2 | $226K | Buy |
1,797
+52
| +3% | +$6.55K | 0.01% | 373 |
|
|
2024
Q1 | $240K | Buy |
+1,745
| New | +$240K | 0.01% | 359 |
|
|
2022
Q2 | – | Sell |
-1,490
| Closed | -$291K | – | 390 |
|
|
2022
Q1 | $291K | Buy |
1,490
+377
| +34% | +$73.6K | 0.01% | 322 |
|
|
2021
Q4 | $201K | Buy |
+1,113
| New | +$201K | 0.01% | 363 |
|