WR Wealth Planners’s Expedia Group EXPE Stock Holding History

WR Wealth Planners’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
2024 Q4	$66.7K	Buy	358 +18	+5%	+$3.1K	0.02%	288
2024 Q3	$50.3K	Buy	340 +26	+8%	+$3.44K	0.01%	339
2024 Q2	$39.6K	Buy	314 +34	+12%	+$4.19K	0.01%	353
2024 Q1	$38.6K	Buy	+280	New	+$39.8K	0.01%	368
2023 Q4	–	Sell	-533	Closed	-$54.9K	–	407
2023 Q3	$54.9K	Hold	533	–	–	0.02%	307
2023 Q2	$58.3K	Buy	533 +337	+172%	+$33K	0.02%	300
2023 Q1	$19K	Buy	+196	New	+$20.6K	0.01%	441

Other funds holding EXPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WR Wealth Planners's EXPE Position: Q4 2024 in Review

WR Wealth Planners increased its Expedia Group (EXPE) stake by 5.3% in Q4 2024, buying an estimated $3.1K and bringing the position to 358 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #288.

WR Wealth Planners first reported a position in EXPE in Q1 2023 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold EXPE as of Q4 2024.

WR Wealth Planners held 358 shares of Expedia Group worth $66.7K as of Q4 2024.
WR Wealth Planners bought 18 Expedia Group shares in Q4 2024, an estimated $3.1K.
Expedia Group made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #288 holding.
WR Wealth Planners first reported a position in Expedia Group in Q1 2023 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held Expedia Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.