MAI Capital Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04K | Hold |
121
| – | – | ﹤0.01% | 2614 |
|
|
2025
Q1 | $9.81K | Buy |
121
+18
| +17% | +$1.46K | ﹤0.01% | 2323 |
|
|
2024
Q4 | $9.18K | Buy |
+103
| New | +$9.18K | ﹤0.01% | 2386 |
|
|
2022
Q3 | – | Sell |
-3,191
| Closed | -$292K | – | 935 |
|
|
2022
Q2 | $292K | Buy |
3,191
+103
| +3% | +$9.43K | 0.01% | 662 |
|
|
2022
Q1 | $334K | Buy |
3,088
+1,049
| +51% | +$113K | 0.01% | 641 |
|
|
2021
Q4 | $238K | Buy |
2,039
+44
| +2% | +$5.14K | ﹤0.01% | 744 |
|
|
2021
Q3 | $226K | Buy |
+1,995
| New | +$226K | ﹤0.01% | 665 |
|