Mercer Global 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 | $1.97M | Buy |
+26,334
| New | +$1.97M | ﹤0.01% | 866 |
|
|
2025
Q1 | – | Sell |
-2,429
| Closed | -$216K | – | 2187 |
|
|
2024
Q4 | $216K | Buy |
2,429
+633
| +35% | +$56.4K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $203K | Buy |
+1,796
| New | +$203K | ﹤0.01% | 1799 |
|
|
2024
Q1 | – | Sell |
-3,757
| Closed | -$331K | – | 2061 |
|
|
2023
Q4 | $331K | Sell |
3,757
-1,827
| -33% | -$161K | ﹤0.01% | 1541 |
|
|
2023
Q3 | $478K | Sell |
5,584
-326
| -6% | -$27.9K | ﹤0.01% | 1276 |
|
|
2023
Q2 | $552K | Sell |
5,910
-1,019
| -15% | -$95.2K | ﹤0.01% | 1180 |
|
|
2023
Q1 | $691K | Sell |
6,929
-270
| -4% | -$26.9K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $713K | Sell |
7,199
-2,891
| -29% | -$286K | ﹤0.01% | 1053 |
|
|
2022
Q3 | $885K | Buy |
10,090
+6,324
| +168% | +$555K | 0.01% | 890 |
|
|
2022
Q2 | $344K | Buy |
3,766
+120
| +3% | +$11K | ﹤0.01% | 1355 |
|
|
2022
Q1 | $394K | Buy |
3,646
+793
| +28% | +$85.7K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $333K | Buy |
+2,853
| New | +$333K | ﹤0.01% | 1404 |
|
|
2021
Q2 | – | Sell |
-4,447
| Closed | -$433K | – | 1694 |
|
|
2021
Q1 | $433K | Sell |
4,447
-272
| -6% | -$26.5K | ﹤0.01% | 1137 |
|
|
2020
Q4 | $425K | Buy |
+4,719
| New | +$425K | 0.01% | 927 |
|
|
2020
Q3 | – | Sell |
-3,159
| Closed | -$256K | – | 1254 |
|
|
2020
Q2 | $256K | Sell |
3,159
-410
| -11% | -$33.2K | ﹤0.01% | 902 |
|
|
2020
Q1 | $257K | Sell |
3,569
-1,743
| -33% | -$126K | 0.01% | 859 |
|
|
2019
Q4 | $367K | Buy |
+5,312
| New | +$367K | 0.01% | 841 |
|