Carson Wealth (CWM LLC)’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
8,887
+504
| +6% | +$37.7K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $680K | Sell |
8,383
-800
| -9% | -$64.9K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $818K | Sell |
9,183
-520
| -5% | -$46.3K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $1.12M | Sell |
9,703
-423
| -4% | -$48.8K | ﹤0.01% | 960 |
|
|
2024
Q2 | $963K | Sell |
10,126
-1,094
| -10% | -$104K | ﹤0.01% | 916 |
|
|
2024
Q1 | $928K | Sell |
11,220
-487
| -4% | -$40.3K | ﹤0.01% | 891 |
|
|
2023
Q4 | $1.03M | Sell |
11,707
-729
| -6% | -$64.2K | 0.01% | 795 |
|
|
2023
Q3 | $1.06M | Sell |
12,436
-662
| -5% | -$56.6K | 0.01% | 723 |
|
|
2023
Q2 | $1.22M | Sell |
13,098
-984
| -7% | -$91.8K | 0.01% | 635 |
|
|
2023
Q1 | $1.4M | Sell |
14,082
-200
| -1% | -$19.9K | 0.01% | 558 |
|
|
2022
Q4 | $1.42M | Buy |
14,282
+99
| +0.7% | +$9.81K | 0.01% | 515 |
|
|
2022
Q3 | $1.24M | Sell |
14,183
-488
| -3% | -$42.8K | 0.01% | 501 |
|
|
2022
Q2 | $1.34M | Sell |
14,671
-822
| -5% | -$75.2K | 0.01% | 491 |
|
|
2022
Q1 | $1.67M | Sell |
15,493
-2,397
| -13% | -$259K | 0.01% | 436 |
|
|
2021
Q4 | $2.09M | Buy |
+17,890
| New | +$2.09M | 0.01% | 421 |
|
|
2021
Q2 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2020
Q4 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2020
Q3 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2020
Q2 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2020
Q1 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2019
Q4 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2019
Q3 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2019
Q2 | $1.85M | Hold |
20,759
| – | – | 0.01% | 447 |
|
|
2019
Q1 | $1.85M | Buy |
20,759
+20,739
| +103,695% | +$1.85M | 0.01% | 447 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1877 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1654 |
|
|
2018
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1507 |
|