Mitchell & Pahl Private Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
7,666
+957
| +14% | +$71.5K | 0.25% | 123 |
|
|
2025
Q1 | $544K | Buy |
6,709
+164
| +3% | +$13.3K | 0.25% | 121 |
|
|
2024
Q4 | $583K | Buy |
6,545
+584
| +10% | +$52K | 0.27% | 116 |
|
|
2024
Q3 | $687K | Buy |
5,961
+214
| +4% | +$24.7K | 0.32% | 111 |
|
|
2024
Q2 | $547K | Buy |
5,747
+33
| +0.6% | +$3.14K | 0.29% | 117 |
|
|
2024
Q1 | $473K | Buy |
5,714
+789
| +16% | +$65.2K | 0.25% | 124 |
|
|
2023
Q4 | $434K | Buy |
4,925
+116
| +2% | +$10.2K | 0.25% | 125 |
|
|
2023
Q3 | $412K | Buy |
4,809
+1,011
| +27% | +$86.5K | 0.24% | 128 |
|
|
2023
Q2 | $354K | Buy |
3,798
+329
| +9% | +$30.7K | 0.21% | 129 |
|
|
2023
Q1 | $346K | Buy |
3,469
+104
| +3% | +$10.4K | 0.22% | 131 |
|
|
2022
Q4 | $333K | Buy |
3,365
+266
| +9% | +$26.4K | 0.22% | 132 |
|
|
2022
Q3 | $272K | Buy |
3,099
+305
| +11% | +$26.8K | 0.2% | 137 |
|
|
2022
Q2 | $256K | Buy |
2,794
+661
| +31% | +$60.6K | 0.18% | 147 |
|
|
2022
Q1 | $230K | Buy |
+2,133
| New | +$230K | 0.15% | 155 |
|