EverSource Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $332K | Sell |
|
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $355K | Buy |
|
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $226K | Buy |
|