Integrated Wealth Concepts’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
6,624
+152
| +2% | +$11.4K | 0.01% | 1279 |
|
|
2025
Q1 | $525K | Sell |
6,472
-12
| -0.2% | -$973 | 0.01% | 1119 |
|
|
2024
Q4 | $578K | Sell |
6,484
-170
| -3% | -$15.1K | 0.01% | 1066 |
|
|
2024
Q3 | $767K | Sell |
6,654
-271
| -4% | -$31.2K | 0.01% | 910 |
|
|
2024
Q2 | $659K | Sell |
6,925
-717
| -9% | -$68.2K | 0.01% | 934 |
|
|
2024
Q1 | $631K | Sell |
7,642
-2,517
| -25% | -$208K | 0.01% | 946 |
|
|
2023
Q4 | $894K | Sell |
10,159
-677
| -6% | -$59.6K | 0.01% | 769 |
|
|
2023
Q3 | $927K | Buy |
10,836
+2,087
| +24% | +$179K | 0.02% | 722 |
|
|
2023
Q2 | $817K | Buy |
+8,749
| New | +$817K | 0.01% | 760 |
|