Williams Jones Wealth Management’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,818
| Closed | -$3.1M | – | 588 |
|
|
2022
Q1 | $3.1M | Buy |
15,818
+2,558
| +19% | +$501K | 0.04% | 170 |
|
|
2021
Q4 | $2.4M | Hold |
13,260
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $2.17M | Sell |
13,260
-6
| -0% | -$983 | 0.03% | 191 |
|
|
2021
Q2 | $2.17M | Buy |
13,266
+601
| +5% | +$98.4K | 0.03% | 192 |
|
|
2021
Q1 | $2.18M | Buy |
12,665
+9,395
| +287% | +$1.62M | 0.03% | 187 |
|
|
2020
Q4 | $433K | Buy |
+3,270
| New | +$433K | 0.01% | 306 |
|