LVW 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 | $383K | Sell |
5,125
-483
| -9% | -$36.1K | 0.04% | 229 |
|
|
2025
Q1 | $455K | Buy |
5,608
+61
| +1% | +$4.95K | 0.05% | 185 |
|
|
2024
Q4 | $494K | Sell |
5,547
-493
| -8% | -$43.9K | 0.06% | 188 |
|
|
2024
Q3 | $696K | Buy |
6,040
+592
| +11% | +$68.2K | 0.09% | 147 |
|
|
2024
Q2 | $518K | Buy |
5,448
+387
| +8% | +$36.8K | 0.08% | 164 |
|
|
2024
Q1 | $418K | Sell |
5,061
-577
| -10% | -$47.7K | 0.07% | 193 |
|
|
2023
Q4 | $496K | Sell |
5,638
-215
| -4% | -$18.9K | 0.09% | 157 |
|
|
2023
Q3 | $501K | Sell |
5,853
-516
| -8% | -$44.2K | 0.1% | 127 |
|
|
2023
Q2 | $594K | Sell |
6,369
-80
| -1% | -$7.47K | 0.11% | 115 |
|
|
2023
Q1 | $643K | Sell |
6,449
-180
| -3% | -$17.9K | 0.13% | 120 |
|
|
2022
Q4 | $657K | Sell |
6,629
-657
| -9% | -$65.1K | 0.13% | 118 |
|
|
2022
Q3 | $639K | Buy |
7,286
+269
| +4% | +$23.6K | 0.14% | 109 |
|
|
2022
Q2 | $642K | Buy |
7,017
+2,824
| +67% | +$258K | 0.13% | 112 |
|
|
2022
Q1 | $453K | Sell |
4,193
-311
| -7% | -$33.6K | 0.08% | 151 |
|
|
2021
Q4 | $526K | Sell |
4,504
-15
| -0.3% | -$1.75K | 0.09% | 144 |
|
|
2021
Q3 | $511K | Buy |
4,519
+65
| +1% | +$7.35K | 0.09% | 154 |
|
|
2021
Q2 | $397K | Sell |
4,454
-206
| -4% | -$18.4K | 0.07% | 166 |
|
|
2021
Q1 | $454K | Buy |
4,660
+1,514
| +48% | +$148K | 0.09% | 156 |
|
|
2020
Q4 | $283K | Buy |
3,146
+113
| +4% | +$10.2K | 0.06% | 170 |
|
|
2020
Q3 | $218K | Buy |
+3,033
| New | +$218K | 0.05% | 180 |
|