Advisor OS’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $685K | Sell |
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|
2023
Q3 | $785K | Buy |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $874K | Buy |
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|
2022
Q4 | $833K | Buy |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $277K | Buy |
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