Cerity Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
15,729
-86
| -0.5% | -$6.43K | ﹤0.01% | 1445 |
|
|
2025
Q1 | $1.28M | Sell |
15,815
-4,164
| -21% | -$338K | ﹤0.01% | 1316 |
|
|
2024
Q4 | $2.27M | Sell |
19,979
-1,844
| -8% | -$210K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $2.52M | Buy |
21,823
+3,659
| +20% | +$422K | 0.01% | 987 |
|
|
2024
Q2 | $1.73M | Sell |
18,164
-1,622
| -8% | -$154K | ﹤0.01% | 966 |
|
|
2024
Q1 | $1.64M | Buy |
19,786
+17,205
| +667% | +$1.42M | ﹤0.01% | 1063 |
|
|
2023
Q4 | $227K | Buy |
+2,581
| New | +$227K | ﹤0.01% | 1661 |
|
|
2023
Q2 | – | Sell |
-2,557
| Closed | -$849K | – | 1744 |
|
|
2023
Q1 | $849K | Buy |
2,557
+318
| +14% | +$106K | ﹤0.01% | 1052 |
|
|
2022
Q4 | $222K | Buy |
+2,239
| New | +$222K | ﹤0.01% | 1283 |
|
|
2019
Q2 | – | Sell |
-5,966
| Closed | -$344K | – | 516 |
|
|
2019
Q1 | $344K | Buy |
5,966
+582
| +11% | +$33.6K | 0.02% | 392 |
|
|
2018
Q4 | $273K | Buy |
5,384
+1,462
| +37% | +$74.1K | 0.02% | 421 |
|
|
2018
Q3 | $210K | Sell |
3,922
-415
| -10% | -$22.2K | 0.01% | 505 |
|
|
2018
Q2 | $209K | Buy |
+4,337
| New | +$209K | 0.02% | 505 |
|