Cresset Asset Management’s eXp World Holdings EXPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-148,499
Closed -$1.45M 1671
2025
Q1
$1.45M Sell
148,499
-11,410
-7% -$112K 0.01% 634
2024
Q4
$1.84M Sell
159,909
-10,983
-6% -$126K 0.01% 561
2024
Q3
$2.41M Buy
170,892
+6,349
+4% +$89.5K 0.01% 696
2024
Q2
$1.86M Buy
164,543
+16,021
+11% +$181K 0.01% 728
2024
Q1
$1.53M Buy
148,522
+126,106
+563% +$1.3M 0.01% 764
2023
Q4
$348K Buy
22,416
+2,627
+13% +$40.8K ﹤0.01% 1395
2023
Q3
$321K Sell
19,789
-2,750
-12% -$44.7K ﹤0.01% 1375
2023
Q2
$457K Buy
+22,539
New +$457K ﹤0.01% 1194