Axxcess Wealth Management’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,258
| Closed | -$201K | – | 875 |
|
|
2024
Q4 | $201K | Sell |
2,258
-20
| -0.9% | -$1.78K | ﹤0.01% | 818 |
|
|
2024
Q3 | $263K | Sell |
2,278
-101
| -4% | -$11.6K | 0.01% | 735 |
|
|
2024
Q2 | $226K | Buy |
+2,379
| New | +$226K | 0.01% | 747 |
|
|
2024
Q1 | – | Sell |
-2,847
| Closed | -$251K | – | 886 |
|
|
2023
Q4 | $251K | Sell |
2,847
-118
| -4% | -$10.4K | 0.01% | 707 |
|
|
2023
Q3 | $254K | Buy |
2,965
+333
| +13% | +$28.5K | 0.01% | 644 |
|
|
2023
Q2 | $246K | Sell |
2,632
-138
| -5% | -$12.9K | 0.02% | 509 |
|
|
2023
Q1 | $276K | Hold |
2,770
| – | – | 0.02% | 498 |
|
|
2022
Q4 | $274K | Buy |
2,770
+358
| +15% | +$35.5K | 0.02% | 469 |
|
|
2022
Q3 | $211K | Buy |
+2,412
| New | +$211K | 0.02% | 484 |
|
|
2022
Q2 | – | Sell |
-2,039
| Closed | -$220K | – | 575 |
|
|
2022
Q1 | $220K | Sell |
2,039
-133
| -6% | -$14.4K | 0.02% | 549 |
|
|
2021
Q4 | $254K | Buy |
+2,172
| New | +$254K | 0.02% | 526 |
|