Arkadios Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Buy |
21,228
+1,115
| +6% | +$83.3K | 0.05% | 405 |
|
2025
Q1 | $1.63M | Sell |
20,113
-849
| -4% | -$68.8K | 0.06% | 336 |
|
2024
Q4 | $1.87M | Sell |
20,962
-2,245
| -10% | -$200K | 0.1% | 195 |
|
2024
Q3 | $2.68M | Buy |
23,207
+6,665
| +40% | +$768K | 0.15% | 138 |
|
2024
Q2 | $1.57M | Buy |
16,542
+240
| +1% | +$22.8K | 0.11% | 199 |
|
2024
Q1 | $1.35M | Sell |
16,302
-571
| -3% | -$47.2K | 0.1% | 186 |
|
2023
Q4 | $1.49M | Sell |
16,873
-214
| -1% | -$18.8K | 0.13% | 168 |
|
2023
Q3 | $1.46M | Buy |
17,087
+726
| +4% | +$62.1K | 0.14% | 159 |
|
2023
Q2 | $1.53M | Buy |
16,361
+105
| +0.6% | +$9.8K | 0.18% | 136 |
|
2023
Q1 | $1.62M | Buy |
16,256
+3,485
| +27% | +$347K | 0.19% | 131 |
|
2022
Q4 | $1.27M | Buy |
12,771
+127
| +1% | +$12.6K | 0.17% | 147 |
|
2022
Q3 | $1.11M | Sell |
12,644
-4,547
| -26% | -$399K | 0.17% | 147 |
|
2022
Q2 | $1.57M | Buy |
17,191
+11,676
| +212% | +$1.07M | 0.23% | 120 |
|
2022
Q1 | $596K | Buy |
+5,515
| New | +$596K | 0.08% | 272 |
|