Wealthspire Advisors (New York)’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
66,212
| – | – | ﹤0.01% | 807 |
|
|
2025
Q1 | $201K | Hold |
66,212
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $222K | Hold |
66,212
| – | – | ﹤0.01% | 722 |
|
|
2024
Q3 | $130K | Hold |
66,212
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $98.7K | Buy |
66,212
+19,157
| +41% | +$28.5K | ﹤0.01% | 640 |
|
|
2024
Q1 | $86.6K | Hold |
47,055
| – | – | ﹤0.01% | 625 |
|
|
2023
Q4 | $116K | Buy |
+47,055
| New | +$116K | ﹤0.01% | 630 |
|