Bank of Montreal’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
8,678
+175
| +2% | +$13.1K | ﹤0.01% | 1870 |
|
|
2025
Q1 | $689K | Sell |
8,503
-244
| -3% | -$19.8K | ﹤0.01% | 1772 |
|
|
2024
Q4 | $779K | Buy |
8,747
+131
| +2% | +$11.7K | ﹤0.01% | 1747 |
|
|
2024
Q3 | $976K | Sell |
8,616
-116
| -1% | -$13.1K | ﹤0.01% | 1813 |
|
|
2024
Q2 | $841K | Sell |
8,732
-10,957
| -56% | -$1.05M | ﹤0.01% | 1887 |
|
|
2024
Q1 | $1.64M | Buy |
19,689
+10,854
| +123% | +$904K | ﹤0.01% | 1539 |
|
|
2023
Q4 | $795K | Sell |
8,835
-956
| -10% | -$86K | ﹤0.01% | 1841 |
|
|
2023
Q3 | $902K | Sell |
9,791
-182
| -2% | -$16.8K | ﹤0.01% | 1786 |
|
|
2023
Q2 | $1.01M | Sell |
9,973
-20,742
| -68% | -$2.1M | ﹤0.01% | 1865 |
|
|
2023
Q1 | $3.07M | Buy |
30,715
+2,745
| +10% | +$275K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $2.82M | Buy |
27,970
+16,839
| +151% | +$1.7M | ﹤0.01% | 1380 |
|
|
2022
Q3 | $1.01K | Sell |
11,131
-137
| -1% | -$12 | ﹤0.01% | 1836 |
|
|
2022
Q2 | $1.04K | Sell |
11,268
-52,920
| -82% | -$4.86K | ﹤0.01% | 1931 |
|
|
2022
Q1 | $6.91M | Sell |
64,188
-16,723
| -21% | -$1.8M | ﹤0.01% | 1098 |
|
|
2021
Q4 | $9.48M | Sell |
80,911
-21,078
| -21% | -$2.47M | 0.01% | 948 |
|
|
2021
Q3 | $12.2M | Sell |
101,989
-291
| -0.3% | -$34.8K | 0.01% | 1070 |
|
|
2021
Q2 | $9.03M | Buy |
102,280
+81,216
| +386% | +$7.17M | ﹤0.01% | 1249 |
|
|
2021
Q1 | $2.11M | Buy |
21,064
+1,889
| +10% | +$189K | ﹤0.01% | 1531 |
|
|
2020
Q4 | $1.79M | Buy |
19,175
+8,566
| +81% | +$800K | ﹤0.01% | 1569 |
|
|
2020
Q3 | $762K | Sell |
10,609
-1,873
| -15% | -$135K | ﹤0.01% | 1803 |
|
|
2020
Q2 | $971K | Buy |
12,482
+6,318
| +102% | +$491K | ﹤0.01% | 1667 |
|
|
2020
Q1 | $445K | Sell |
6,164
-6,001
| -49% | -$433K | ﹤0.01% | 1818 |
|
|
2019
Q4 | $840K | Buy |
12,165
+1,428
| +13% | +$98.6K | ﹤0.01% | 1984 |
|
|
2019
Q3 | $750K | Buy |
10,737
+293
| +3% | +$20.5K | ﹤0.01% | 1841 |
|
|
2019
Q2 | $612K | Buy |
10,444
+5,302
| +103% | +$311K | ﹤0.01% | 1938 |
|
|
2019
Q1 | $297K | Sell |
5,142
-2,262
| -31% | -$131K | ﹤0.01% | 2201 |
|
|
2018
Q4 | $376K | Buy |
7,404
+370
| +5% | +$18.8K | ﹤0.01% | 2041 |
|
|
2018
Q3 | $377K | Sell |
7,034
-13
| -0.2% | -$697 | ﹤0.01% | 2195 |
|
|
2018
Q2 | $341K | Buy |
7,047
+543
| +8% | +$26.3K | ﹤0.01% | 2252 |
|
|
2018
Q1 | $256K | Buy |
6,504
+42
| +0.6% | +$1.65K | ﹤0.01% | 2306 |
|
|
2017
Q4 | $230K | Hold |
6,462
| – | – | ﹤0.01% | 2365 |
|
|
2017
Q3 | $239K | Hold |
6,462
| – | – | ﹤0.01% | 2380 |
|
|
2017
Q2 | $189K | Buy |
6,462
+44
| +0.7% | +$1.29K | ﹤0.01% | 2436 |
|
|
2017
Q1 | $192K | Buy |
6,418
+1,150
| +22% | +$34.4K | ﹤0.01% | 2281 |
|
|
2016
Q4 | $160K | Buy |
5,268
+2,260
| +75% | +$68.6K | ﹤0.01% | 2333 |
|
|
2016
Q3 | $77K | Hold |
3,008
| – | – | ﹤0.01% | 2657 |
|
|
2016
Q2 | $88K | Sell |
3,008
-528
| -15% | -$15.4K | ﹤0.01% | 2611 |
|
|
2016
Q1 | $90K | Buy |
3,536
+1,908
| +117% | +$48.6K | ﹤0.01% | 2625 |
|
|
2015
Q4 | $40K | Sell |
1,628
-286
| -15% | -$7.03K | ﹤0.01% | 2915 |
|
|
2015
Q3 | $42K | Buy |
1,914
+814
| +74% | +$17.9K | ﹤0.01% | 2761 |
|
|
2015
Q2 | $24K | Buy |
1,100
+160
| +17% | +$3.49K | ﹤0.01% | 3028 |
|
|
2015
Q1 | $21K | Sell |
940
-60
| -6% | -$1.34K | ﹤0.01% | 3032 |
|
|
2014
Q4 | $21K | Sell |
1,000
-260
| -21% | -$5.46K | ﹤0.01% | 2960 |
|
|
2014
Q3 | $23K | Sell |
1,260
-1,320
| -51% | -$24.1K | ﹤0.01% | 2973 |
|
|
2014
Q2 | $47K | Buy |
2,580
+1,280
| +98% | +$23.3K | ﹤0.01% | 2819 |
|
|
2014
Q1 | $25K | Sell |
1,300
-60
| -4% | -$1.15K | ﹤0.01% | 2887 |
|
|
2013
Q4 | $26K | Hold |
1,360
| – | – | ﹤0.01% | 2787 |
|
|
2013
Q3 | $25K | Hold |
1,360
| – | – | ﹤0.01% | 2719 |
|
|
2013
Q2 | $20K | Buy |
+1,360
| New | +$20K | ﹤0.01% | 2684 |
|