EverSource Wealth Advisors’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
2,271
-862
| -28% | -$64.4K | 0.01% | 934 |
|
|
2025
Q1 | $254K | Buy |
3,133
+228
| +8% | +$18.5K | 0.01% | 579 |
|
|
2024
Q4 | $259K | Buy |
2,905
+22
| +0.8% | +$1.96K | 0.01% | 555 |
|
|
2024
Q3 | $332K | Sell |
2,883
-220
| -7% | -$25.4K | 0.02% | 421 |
|
|
2024
Q2 | $329K | Buy |
3,103
+34
| +1% | +$3.61K | 0.02% | 418 |
|
|
2024
Q1 | $282K | Sell |
3,069
-514
| -14% | -$47.2K | 0.02% | 393 |
|
|
2023
Q4 | $315K | Buy |
3,583
+101
| +3% | +$8.89K | 0.03% | 328 |
|
|
2023
Q3 | $298K | Buy |
3,482
+212
| +6% | +$18.1K | 0.03% | 309 |
|
|
2023
Q2 | $305K | Sell |
3,270
-288
| -8% | -$26.9K | 0.03% | 309 |
|
|
2023
Q1 | $355K | Buy |
3,558
+50
| +1% | +$4.99K | 0.04% | 272 |
|
|
2022
Q4 | $348K | Sell |
3,508
-2,446
| -41% | -$242K | 0.05% | 252 |
|
|
2022
Q3 | $522K | Sell |
5,954
-949
| -14% | -$83.2K | 0.12% | 168 |
|
|
2022
Q2 | $631K | Buy |
6,903
+2,825
| +69% | +$258K | 0.16% | 119 |
|
|
2022
Q1 | $441K | Buy |
4,078
+2,145
| +111% | +$232K | 0.11% | 167 |
|
|
2021
Q4 | $226K | Buy |
+1,933
| New | +$226K | 0.06% | 207 |
|