Icon Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,472
| Closed | -$131K | – | 491 |
|
|
2024
Q4 | $131K | Sell |
1,472
-589
| -29% | -$52.5K | 0.01% | 453 |
|
|
2024
Q3 | $238K | Sell |
2,061
-982
| -32% | -$113K | 0.02% | 326 |
|
|
2024
Q2 | $323K | Sell |
3,043
-668
| -18% | -$70.9K | 0.03% | 271 |
|
|
2024
Q1 | $307K | Sell |
3,711
-339
| -8% | -$28K | 0.03% | 277 |
|
|
2023
Q4 | $357K | Buy |
+4,050
| New | +$357K | 0.04% | 241 |
|
|
2022
Q4 | $588K | Sell |
5,929
-364
| -6% | -$36.1K | 0.07% | 178 |
|
|
2022
Q3 | $552K | Buy |
+6,293
| New | +$552K | 0.07% | 175 |
|