Intellectus Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
2,705
| – | – | 0.04% | 262 |
|
|
2025
Q1 | $219K | Hold |
2,705
| – | – | 0.05% | 249 |
|
|
2024
Q4 | $241K | Hold |
2,705
| – | – | 0.05% | 243 |
|
|
2024
Q3 | $312K | Hold |
2,705
| – | – | 0.08% | 221 |
|
|
2024
Q2 | $257K | Hold |
2,705
| – | – | 0.07% | 226 |
|
|
2024
Q1 | $224K | Buy |
2,705
+200
| +8% | +$16.5K | 0.06% | 239 |
|
|
2023
Q4 | $221K | Hold |
2,505
| – | – | 0.06% | 229 |
|
|
2023
Q3 | $214K | Buy |
2,505
+115
| +5% | +$9.84K | 0.07% | 236 |
|
|
2023
Q2 | $223K | Buy |
2,390
+60
| +3% | +$5.6K | 0.07% | 229 |
|
|
2023
Q1 | $232K | Buy |
2,330
+305
| +15% | +$30.4K | 0.07% | 220 |
|
|
2022
Q4 | $201K | Buy |
+2,025
| New | +$201K | 0.07% | 234 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$219K | – | 258 |
|
|
2022
Q1 | $219K | Buy |
+2,025
| New | +$219K | 0.07% | 218 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$234K | – | 250 |
|
|
2020
Q4 | $234K | Buy |
+2,600
| New | +$234K | 0.07% | 215 |
|