Bell 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 | $7.1K | Sell |
95
-135
| -59% | -$10.1K | ﹤0.01% | 817 |
|
|
2025
Q1 | $18.6K | Hold |
230
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $20.5K | Hold |
230
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $26.5K | Hold |
230
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $21.9K | Buy |
230
+150
| +188% | +$14.3K | ﹤0.01% | 378 |
|
|
2024
Q1 | $6.62K | Hold |
80
| – | – | ﹤0.01% | 774 |
|
|
2023
Q4 | $7.04K | Buy |
80
+40
| +100% | +$3.52K | ﹤0.01% | 706 |
|
|
2023
Q3 | $3.42K | Sell |
40
-12
| -23% | -$1.03K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $4.85K | Sell |
52
-24
| -32% | -$2.24K | ﹤0.01% | 841 |
|
|
2023
Q1 | $7.58K | Sell |
76
-6
| -7% | -$598 | ﹤0.01% | 585 |
|
|
2022
Q4 | $8.13K | Buy |
82
+38
| +86% | +$3.77K | ﹤0.01% | 567 |
|
|
2022
Q3 | $4K | Sell |
44
-1
| -2% | -$91 | ﹤0.01% | 778 |
|
|
2022
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 793 |
|
|
2021
Q4 | $5K | Buy |
43
+19
| +79% | +$2.21K | ﹤0.01% | 756 |
|
|
2021
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 909 |
|