Wendell David Associates’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $619K | Hold |
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|
2025
Q2 | $584K | Hold |
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|
2025
Q1 | $533K | Hold |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $500K | Hold |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $523K | Hold |
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|
2023
Q4 | $520K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $671K | Hold |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $612K | Hold |
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|
2021
Q2 | $636K | Hold |
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|
2021
Q1 | $533K | Hold |
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|
2020
Q4 | $554K | Hold |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $557K | Hold |
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|
2020
Q1 | $555K | Hold |
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|
2019
Q4 | $640K | Hold |
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|
2019
Q3 | $608K | Hold |
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|
2019
Q2 | $542K | Hold |
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|
2019
Q1 | $486K | Hold |
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|
2018
Q4 | $527K | Hold |
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|
2018
Q3 | $604K | Hold |
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|
2018
Q2 | $566K | Hold |
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|
2018
Q1 | $486K | Hold |
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|
2017
Q4 | $527K | Hold |
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|
2017
Q3 | $610K | Buy |
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