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Dogwood Wealth Management’s Expedia Group EXPE Stock Holding History

Dogwood Wealth Management’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.58K Buy
14
+2
+17% +$475 ﹤0.01% 565
2026
Q1 		$2.77K Buy
12
+9
+300% +$2.21K ﹤0.01% 584
2025
Q4 		$850 Buy
3
+1
+50% +$247 ﹤0.01% 634
2025
Q3 		$428 Buy
+2
New +$402 ﹤0.01% 658
2025
Q2 		– Sell
-9
Closed -$1.51K – 710
2025
Q1 		$1.51K Buy
+9
New +$1.64K ﹤0.01% 396
2024
Q4 		– Hold
0
– -$3 – 425
2024
Q3 		– Hold
0
– – – 397
2024
Q2 		– Hold
0
– – – 429
2024
Q1 		– Hold
0
– – – 485
2023
Q4 		– Hold
0
– – – 413

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WCM
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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return