Icon Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

Icon Wealth Advisors’s Portfolio EXE Stock Details EXE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$704K	Buy
2025 Q3	$674K	Hold
2025 Q2	$742K	Buy
2025 Q1	$399K	Buy
2024 Q4	$311K	Buy