WWM
WT Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.66M | Sell |
9,884
-2,054
| -17% | -$345K | 0.54% | 51 |
|
|
2024
Q4 | $2.22M | Buy |
11,938
+304
| +3% | +$56.6K | 0.7% | 46 |
|
|
2024
Q3 | $1.86M | Sell |
11,634
-733
| -6% | -$117K | 0.59% | 53 |
|
|
2024
Q2 | $1.56M | Buy |
12,367
+3,644
| +42% | +$459K | 0.53% | 60 |
|
|
2024
Q1 | $1.2M | Buy |
8,723
+1,132
| +15% | +$156K | 0.43% | 65 |
|
|
2023
Q4 | $1.15M | Buy |
+7,591
| New | +$1.15M | 0.46% | 60 |
|
|
2022
Q3 | – | Sell |
-7,467
| Closed | -$708K | – | 93 |
|
|
2022
Q2 | $708K | Buy |
7,467
+1,349
| +22% | +$128K | 0.35% | 78 |
|
|
2022
Q1 | $1.2M | Buy |
+6,118
| New | +$1.2M | 0.46% | 71 |
|
|
2021
Q3 | – | Sell |
-6,639
| Closed | -$1.09M | – | 126 |
|
|
2021
Q2 | $1.09M | Buy |
6,639
+433
| +7% | +$70.9K | 0.44% | 75 |
|
|
2021
Q1 | $1.07M | Buy |
+6,206
| New | +$1.07M | 0.49% | 60 |
|