Carson Wealth (CWM LLC)’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Sell |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $963K | Sell |
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|
2024
Q1 | $928K | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q2 | $1.85M | Hold |
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|
2021
Q1 | $1.85M | Hold |
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|
2020
Q4 | $1.85M | Hold |
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|
2020
Q3 | $1.85M | Hold |
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|
2020
Q2 | $1.85M | Hold |
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|
2020
Q1 | $1.85M | Hold |
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|
2019
Q4 | $1.85M | Hold |
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|
2019
Q3 | $1.85M | Hold |
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|
2019
Q2 | $1.85M | Hold |
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|
2019
Q1 | $1.85M | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Buy |
|