Certified Advisory Corp’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
4,723
| – | – | 0.04% | 239 |
|
|
2025
Q1 | $383K | Hold |
4,723
| – | – | 0.04% | 215 |
|
|
2024
Q4 | $421K | Hold |
4,723
| – | – | 0.05% | 215 |
|
|
2024
Q3 | $544K | Sell |
4,723
-310
| -6% | -$35.7K | 0.06% | 187 |
|
|
2024
Q2 | $479K | Hold |
5,033
| – | – | 0.06% | 185 |
|
|
2024
Q1 | $416K | Hold |
5,033
| – | – | 0.06% | 185 |
|
|
2023
Q4 | $443K | Hold |
5,033
| – | – | 0.07% | 180 |
|
|
2023
Q3 | $431K | Hold |
5,033
| – | – | 0.08% | 161 |
|
|
2023
Q2 | $470K | Hold |
5,033
| – | – | 0.09% | 156 |
|
|
2023
Q1 | $502K | Hold |
5,033
| – | – | 0.09% | 165 |
|
|
2022
Q4 | $499K | Hold |
5,033
| – | – | 0.1% | 158 |
|
|
2022
Q3 | $441K | Hold |
5,033
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $460K | Hold |
5,033
| – | – | 0.1% | 153 |
|
|
2022
Q1 | $544K | Hold |
5,033
| – | – | 0.12% | 150 |
|
|
2021
Q4 | $588K | Hold |
5,033
| – | – | 0.13% | 147 |
|
|
2021
Q3 | $569K | Hold |
5,033
| – | – | 0.14% | 144 |
|
|
2021
Q2 | $449K | Hold |
5,033
| – | – | 0.11% | 154 |
|
|
2021
Q1 | $490K | Buy |
+5,033
| New | +$490K | 0.13% | 139 |
|
|
2020
Q2 | $407K | Hold |
5,033
| – | – | 0.13% | 136 |
|
|
2020
Q1 | $362K | Hold |
5,033
| – | – | 0.14% | 128 |
|
|
2019
Q4 | $347K | Hold |
5,033
| – | – | 0.11% | 151 |
|
|
2019
Q3 | $352K | Hold |
5,033
| – | – | 0.12% | 142 |
|
|
2019
Q2 | $295K | Hold |
5,033
| – | – | 0.11% | 146 |
|
|
2019
Q1 | $291K | Hold |
5,033
| – | – | 0.12% | 135 |
|
|
2018
Q4 | $255K | Buy |
5,033
+3,433
| +215% | +$174K | 0.13% | 125 |
|
|
2018
Q3 | $86K | Hold |
1,600
| – | – | 0.04% | 224 |
|
|
2018
Q2 | $77K | Hold |
1,600
| – | – | 0.04% | 227 |
|
|
2018
Q1 | $62K | Buy |
+1,600
| New | +$62K | 0.04% | 240 |
|