JFS 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
Q2 | $822 | Sell |
11
-3
| -21% | -$224 | ﹤0.01% | 1616 |
|
|
2025
Q1 | $1.14K | Sell |
14
-9
| -39% | -$730 | ﹤0.01% | 1621 |
|
|
2024
Q4 | $2.05K | Buy |
23
+5
| +28% | +$446 | ﹤0.01% | 1469 |
|
|
2024
Q3 | $2.13K | Buy |
18
+1
| +6% | +$118 | ﹤0.01% | 1460 |
|
|
2024
Q2 | $1.66K | Buy |
17
+4
| +31% | +$391 | ﹤0.01% | 1508 |
|
|
2024
Q1 | $1.11K | Buy |
13
+1
| +8% | +$86 | ﹤0.01% | 1634 |
|
|
2023
Q4 | $1.1K | Sell |
12
-9
| -43% | -$824 | ﹤0.01% | 1634 |
|
|
2023
Q3 | $1.84K | Buy |
21
+4
| +24% | +$350 | ﹤0.01% | 1390 |
|
|
2023
Q2 | $1.63K | Sell |
17
-5
| -23% | -$479 | ﹤0.01% | 1461 |
|
|
2023
Q1 | $2.24K | Buy |
22
+4
| +22% | +$407 | ﹤0.01% | 1317 |
|
|
2022
Q4 | $1.83K | Sell |
18
-313
| -95% | -$31.8K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $29K | Buy |
331
+2
| +0.6% | +$175 | ﹤0.01% | 486 |
|
|
2022
Q2 | $30K | Sell |
329
-2
| -0.6% | -$182 | ﹤0.01% | 500 |
|
|
2022
Q1 | $36K | Buy |
331
+11
| +3% | +$1.2K | ﹤0.01% | 485 |
|
|
2021
Q4 | $37K | Buy |
+320
| New | +$37K | ﹤0.01% | 468 |
|
|
2018
Q2 | – | Sell |
-110
| Closed | -$4K | – | 495 |
|
|
2018
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 443 |
|