Avantax Advisory Services’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
20,194
+132
| +0.7% | +$9.86K | 0.01% | 937 |
|
|
2025
Q1 | $1.63M | Buy |
20,062
+1,178
| +6% | +$95.5K | 0.01% | 850 |
|
|
2024
Q4 | $1.68M | Sell |
18,884
-1,076
| -5% | -$95.9K | 0.01% | 798 |
|
|
2024
Q3 | $2.3M | Buy |
19,960
+9
| +0% | +$1.04K | 0.02% | 631 |
|
|
2024
Q2 | $1.9M | Buy |
+19,951
| New | +$1.9M | 0.01% | 682 |
|
|
2020
Q3 | – | Sell |
-3,576
| Closed | -$288K | – | 1382 |
|
|
2020
Q2 | $288K | Sell |
3,576
-1,372
| -28% | -$110K | 0.01% | 649 |
|
|
2020
Q1 | $355K | Sell |
4,948
-2,844
| -36% | -$204K | 0.01% | 523 |
|
|
2019
Q4 | $540K | Buy |
7,792
+453
| +6% | +$31.4K | 0.01% | 449 |
|
|
2019
Q3 | $516K | Buy |
7,339
+760
| +12% | +$53.4K | 0.02% | 319 |
|
|
2019
Q2 | $385K | Buy |
+6,579
| New | +$385K | 0.02% | 343 |
|