AssetMark Inc’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2K | Buy |
16
+14
| +700% | +$1.05K | ﹤0.01% | 2569 |
|
|
2025
Q1 | $162 | Hold |
2
| – | – | ﹤0.01% | 2544 |
|
|
2024
Q4 | $178 | Buy |
+2
| New | +$178 | ﹤0.01% | 2488 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$264 | – | 1991 |
|
|
2023
Q4 | $264 | Buy |
+3
| New | +$264 | ﹤0.01% | 1732 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 1382 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1387 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$3K | – | 1403 |
|
|
2018
Q4 | $3K | Sell |
56
-250
| -82% | -$13.4K | ﹤0.01% | 1154 |
|
|
2018
Q3 | $16K | Sell |
306
-12
| -4% | -$627 | ﹤0.01% | 970 |
|
|
2018
Q2 | $15K | Buy |
318
+176
| +124% | +$8.3K | ﹤0.01% | 979 |
|
|
2018
Q1 | $11K | Buy |
142
+79
| +125% | +$6.12K | ﹤0.01% | 1023 |
|
|
2017
Q4 | $4K | Sell |
63
-13
| -17% | -$825 | ﹤0.01% | 1283 |
|
|
2017
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q2 | $4K | Sell |
76
-1
| -1% | -$53 | ﹤0.01% | 1133 |
|
|
2017
Q1 | $5K | Buy |
77
+2
| +3% | +$130 | ﹤0.01% | 1033 |
|
|
2016
Q4 | $5K | Sell |
75
-28
| -27% | -$1.87K | ﹤0.01% | 1037 |
|
|
2016
Q3 | $5K | Buy |
103
+9
| +10% | +$437 | ﹤0.01% | 1043 |
|
|
2016
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 1022 |
|
|
2016
Q1 | $5K | Buy |
94
+34
| +57% | +$1.81K | ﹤0.01% | 963 |
|
|
2015
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 1039 |
|