AssuredPartners Investment 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	–	Sell	-4,677	Closed	-$379K	–	277
2025 Q1	$379K	Buy	4,677 +393	+9%	+$31.9K	0.07%	240
2024 Q4	$382K	Buy	+4,284	New	+$382K	0.07%	244