Congress Asset Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52,157
| Closed | -$4.59M | – | 364 |
|
|
2023
Q4 | $4.59M | Buy |
52,157
+12,138
| +30% | +$1.07M | 0.04% | 240 |
|
|
2023
Q3 | $3.43M | Buy |
40,019
+6,850
| +21% | +$586K | 0.03% | 247 |
|
|
2023
Q2 | $3.1M | Buy |
33,169
+3,078
| +10% | +$287K | 0.03% | 255 |
|
|
2023
Q1 | $3M | Buy |
30,091
+150
| +0.5% | +$15K | 0.03% | 252 |
|
|
2022
Q4 | $2.97M | Buy |
29,941
+4,709
| +19% | +$467K | 0.03% | 251 |
|
|
2022
Q3 | $2.21M | Buy |
25,232
+5,749
| +30% | +$504K | 0.02% | 263 |
|
|
2022
Q2 | $1.78M | Buy |
19,483
+1,439
| +8% | +$132K | 0.02% | 285 |
|
|
2022
Q1 | $1.95M | Buy |
18,044
+1,592
| +10% | +$172K | 0.02% | 281 |
|
|
2021
Q4 | $1.92M | Buy |
16,452
+405
| +3% | +$47.3K | 0.01% | 285 |
|
|
2021
Q3 | $1.82M | Buy |
16,047
+3,508
| +28% | +$397K | 0.01% | 273 |
|
|
2021
Q2 | $1.12M | Buy |
12,539
+94
| +0.8% | +$8.39K | 0.01% | 304 |
|
|
2021
Q1 | $1.21M | Buy |
+12,445
| New | +$1.21M | 0.01% | 289 |
|