Edgestream 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 | $8.47M | Buy |
113,330
+37,057
| +49% | +$2.77M | 0.24% | 125 |
|
|
2025
Q1 | $6.18M | Buy |
76,273
+59,947
| +367% | +$4.86M | 0.21% | 168 |
|
|
2024
Q4 | $1.45M | Buy |
+16,326
| New | +$1.45M | 0.06% | 477 |
|
|
2024
Q2 | – | Sell |
-18,492
| Closed | -$1.53M | – | 908 |
|
|
2024
Q1 | $1.53M | Sell |
18,492
-13,692
| -43% | -$1.13M | 0.08% | 404 |
|
|
2023
Q4 | $2.83M | Buy |
32,184
+8,579
| +36% | +$755K | 0.2% | 156 |
|
|
2023
Q3 | $2.02M | Sell |
23,605
-16,250
| -41% | -$1.39M | 0.16% | 189 |
|
|
2023
Q2 | $3.72M | Buy |
+39,855
| New | +$3.72M | 0.34% | 43 |
|