AO
Advisor OS’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
2,682
-159
| -6% | -$11.9K | 0.02% | 436 |
|
|
2025
Q1 | $230K | Sell |
2,841
-263
| -8% | -$21.3K | 0.03% | 377 |
|
|
2024
Q4 | $277K | Sell |
3,104
-2,444
| -44% | -$218K | 0.03% | 343 |
|
|
2024
Q3 | $640K | Sell |
5,548
-2,809
| -34% | -$324K | 0.06% | 225 |
|
|
2024
Q2 | $795K | Buy |
8,357
+72
| +0.9% | +$6.85K | 0.09% | 187 |
|
|
2024
Q1 | $685K | Buy |
8,285
+506
| +7% | +$41.8K | 0.08% | 202 |
|
|
2023
Q4 | $685K | Sell |
7,779
-1,394
| -15% | -$123K | 0.09% | 176 |
|
|
2023
Q3 | $785K | Buy |
9,173
+344
| +4% | +$29.4K | 0.12% | 156 |
|
|
2023
Q2 | $824K | Buy |
8,829
+64
| +0.7% | +$5.97K | 0.13% | 154 |
|
|
2023
Q1 | $874K | Buy |
8,765
+360
| +4% | +$35.9K | 0.21% | 120 |
|
|
2022
Q4 | $833K | Buy |
8,405
+1,155
| +16% | +$114K | 0.22% | 105 |
|
|
2022
Q3 | $637K | Sell |
7,250
-533
| -7% | -$46.8K | 0.19% | 111 |
|
|
2022
Q2 | $712K | Buy |
7,783
+3,199
| +70% | +$293K | 0.21% | 112 |
|
|
2022
Q1 | $495K | Buy |
4,584
+521
| +13% | +$56.3K | 0.14% | 145 |
|
|
2021
Q4 | $475K | Buy |
4,063
+425
| +12% | +$49.7K | 0.1% | 175 |
|
|
2021
Q3 | $412K | Buy |
3,638
+535
| +17% | +$60.6K | 0.09% | 171 |
|
|
2021
Q2 | $277K | Buy |
+3,103
| New | +$277K | 0.06% | 199 |
|