Congress Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,935
| Closed | -$569K | – | 885 |
|
|
2024
Q3 | $569K | Buy |
+4,935
| New | +$569K | 0.01% | 619 |
|
|
2024
Q1 | – | Sell |
-16,977
| Closed | -$1.49M | – | 600 |
|
|
2023
Q4 | $1.49M | Sell |
16,977
-1,365
| -7% | -$120K | 0.03% | 347 |
|
|
2023
Q3 | $1.57M | Buy |
18,342
+1,178
| +7% | +$101K | 0.03% | 330 |
|
|
2023
Q2 | $1.6M | Buy |
17,164
+625
| +4% | +$58.3K | 0.04% | 294 |
|
|
2023
Q1 | $1.65M | Buy |
16,539
+1,218
| +8% | +$121K | 0.04% | 293 |
|
|
2022
Q4 | $1.52M | Buy |
15,321
+1,469
| +11% | +$146K | 0.04% | 292 |
|
|
2022
Q3 | $1.22M | Buy |
13,852
+2,439
| +21% | +$214K | 0.03% | 317 |
|
|
2022
Q2 | $1.05M | Buy |
11,413
+1,087
| +11% | +$99.5K | 0.03% | 330 |
|
|
2022
Q1 | $1.12M | Buy |
10,326
+1,468
| +17% | +$159K | 0.02% | 337 |
|
|
2021
Q4 | $1.03M | Buy |
+8,858
| New | +$1.03M | 0.02% | 365 |
|