HM Payson & Co’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $23.5K | Buy |
+290
| New | +$23.5K | ﹤0.01% | 768 |
|
|
2023
Q2 | – | Sell |
-82
| Closed | -$8.18K | – | 1023 |
|
|
2023
Q1 | $8.18K | Hold |
82
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $8.13K | Sell |
82
-74
| -47% | -$7.33K | ﹤0.01% | 760 |
|
|
2022
Q3 | $14K | Hold |
156
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $14K | Buy |
156
+74
| +90% | +$6.64K | ﹤0.01% | 773 |
|
|
2022
Q1 | $9K | Hold |
82
| – | – | ﹤0.01% | 852 |
|
|
2021
Q4 | $10K | Hold |
82
| – | – | ﹤0.01% | 862 |
|
|
2021
Q3 | $9K | Hold |
82
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $7K | Hold |
82
| – | – | ﹤0.01% | 854 |
|
|
2021
Q1 | $8K | Hold |
82
| – | – | ﹤0.01% | 889 |
|
|
2020
Q4 | $7K | Buy |
+82
| New | +$7K | ﹤0.01% | 894 |
|