WAOTB
Wealth Advisors of Tampa Bay’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,305
| Closed | -$243K | – | 151 |
|
|
2024
Q4 | $243K | Sell |
1,305
-12,777
| -91% | -$2.38M | 0.1% | 78 |
|
|
2024
Q3 | $2.08M | Sell |
14,082
-98
| -0.7% | -$14.5K | 0.87% | 44 |
|
|
2024
Q2 | $1.79M | Buy |
14,180
+110
| +0.8% | +$13.9K | 0.83% | 43 |
|
|
2024
Q1 | $1.94M | Sell |
14,070
-250
| -2% | -$34.4K | 0.92% | 43 |
|
|
2023
Q4 | $2.17M | Sell |
14,320
-14,330
| -50% | -$2.18M | 1.09% | 40 |
|
|
2023
Q3 | $2.95M | Buy |
28,650
+14,325
| +100% | +$1.48M | 0.81% | 44 |
|
|
2023
Q2 | $1.57M | Buy |
14,325
+285
| +2% | +$31.2K | 0.86% | 43 |
|
|
2023
Q1 | $1.36M | Hold |
14,040
| – | – | 0.78% | 45 |
|
|
2022
Q4 | $1.23M | Buy |
14,040
+585
| +4% | +$51.2K | 0.76% | 45 |
|
|
2022
Q3 | $1.26M | Sell |
13,455
-7,655
| -36% | -$717K | 0.86% | 44 |
|
|
2022
Q2 | $2M | Sell |
21,110
-2,524
| -11% | -$239K | 0.62% | 52 |
|
|
2022
Q1 | $4.62M | Sell |
23,634
-32
| -0.1% | -$6.26K | 1.25% | 36 |
|
|
2021
Q4 | $4.28M | Buy |
23,666
+11,542
| +95% | +$2.09M | 1.05% | 45 |
|
|
2021
Q3 | $1.99M | Buy |
12,124
+1,340
| +12% | +$220K | 1.1% | 46 |
|
|
2021
Q2 | $1.77M | Buy |
10,784
+181
| +2% | +$29.6K | 0.98% | 48 |
|
|
2021
Q1 | $1.83M | Sell |
10,603
-100
| -0.9% | -$17.2K | 1.08% | 44 |
|
|
2020
Q4 | $1.42M | Hold |
10,703
| – | – | 0.99% | 45 |
|
|
2020
Q3 | $981K | Buy |
+10,703
| New | +$981K | 0.73% | 51 |
|