Morgan Stanley’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $76.8M | Buy |
1,028,445
+218,766
| +27% | +$16.3M | 0.01% | 1533 |
|
2025
Q1 | $65.6M | Sell |
809,679
-63,464
| -7% | -$5.14M | ﹤0.01% | 1570 |
|
2024
Q4 | $77.8M | Buy |
873,143
+11,654
| +1% | +$1.04M | 0.01% | 1445 |
|
2024
Q3 | $99.3M | Buy |
861,489
+24,656
| +3% | +$2.84M | 0.01% | 1244 |
|
2024
Q2 | $79.6M | Sell |
836,833
-56,495
| -6% | -$5.37M | 0.01% | 1345 |
|
2024
Q1 | $73.9M | Sell |
893,328
-925,902
| -51% | -$76.6M | 0.01% | 1411 |
|
2023
Q4 | $160M | Buy |
1,819,230
+925,990
| +104% | +$81.5M | 0.01% | 1320 |
|
2023
Q3 | $76.5M | Buy |
893,240
+42,483
| +5% | +$3.64M | 0.01% | 1241 |
|
2023
Q2 | $79.4M | Sell |
850,757
-120,891
| -12% | -$11.3M | 0.01% | 1232 |
|
2023
Q1 | $96.9M | Sell |
971,648
-85,404
| -8% | -$8.51M | 0.01% | 1078 |
|
2022
Q4 | $105M | Buy |
1,057,052
+493,847
| +88% | +$48.9M | 0.01% | 1005 |
|
2022
Q3 | $49.4M | Sell |
563,205
-3,002
| -0.5% | -$263K | 0.01% | 1322 |
|
2022
Q2 | $51.8M | Buy |
566,207
+175,271
| +45% | +$16M | 0.01% | 1341 |
|
2022
Q1 | $42.2M | Sell |
390,936
-65,034
| -14% | -$7.03M | 0.01% | 1420 |
|
2021
Q4 | $53.2M | Sell |
455,970
-26,631
| -6% | -$3.11M | 0.01% | 1296 |
|
2021
Q3 | $54.6M | Sell |
482,601
-44,112
| -8% | -$4.99M | 0.01% | 1236 |
|
2021
Q2 | $47M | Buy |
526,713
+29,823
| +6% | +$2.66M | 0.01% | 1356 |
|
2021
Q1 | $48.4M | Sell |
496,890
-51,991
| -9% | -$5.07M | 0.01% | 1200 |
|
2020
Q4 | $49.4M | Sell |
548,881
-129,041
| -19% | -$11.6M | 0.01% | 1113 |
|
2020
Q3 | $48.8M | Buy |
677,922
+373,892
| +123% | +$26.9M | 0.01% | 909 |
|
2020
Q2 | $24.6M | Buy |
304,030
+5,288
| +2% | +$428K | 0.01% | 1255 |
|
2020
Q1 | $21.5M | Sell |
298,742
-98,074
| -25% | -$7.05M | 0.01% | 1229 |
|
2019
Q4 | $27.4M | Sell |
396,816
-416,079
| -51% | -$28.7M | 0.01% | 1383 |
|
2019
Q3 | $56.8M | Buy |
812,895
+453,783
| +126% | +$31.7M | 0.02% | 789 |
|
2019
Q2 | $21M | Buy |
359,112
+162,208
| +82% | +$9.5M | 0.01% | 1445 |
|
2019
Q1 | $11.4M | Buy |
196,904
+39,574
| +25% | +$2.28M | ﹤0.01% | 1918 |
|
2018
Q4 | $7.98M | Sell |
157,330
-77,505
| -33% | -$3.93M | ﹤0.01% | 2367 |
|
2018
Q3 | $12.6M | Buy |
234,835
+96,193
| +69% | +$5.16M | ﹤0.01% | 2173 |
|
2018
Q2 | $6.7M | Sell |
138,642
-7,236
| -5% | -$349K | ﹤0.01% | 2820 |
|
2018
Q1 | $5.74M | Sell |
145,878
-24,346
| -14% | -$957K | ﹤0.01% | 2876 |
|
2017
Q4 | $6.05M | Sell |
170,224
-20,214
| -11% | -$718K | ﹤0.01% | 2898 |
|
2017
Q3 | $7.04M | Buy |
190,438
+52,518
| +38% | +$1.94M | ﹤0.01% | 2619 |
|
2017
Q2 | $4.02M | Buy |
137,920
+22,726
| +20% | +$663K | ﹤0.01% | 3087 |
|
2017
Q1 | $3.43M | Sell |
115,194
-49,514
| -30% | -$1.47M | ﹤0.01% | 3283 |
|
2016
Q4 | $4.97M | Buy |
164,708
+141,088
| +597% | +$4.25M | ﹤0.01% | 3001 |
|
2016
Q3 | $604K | Buy |
23,620
+8,114
| +52% | +$207K | ﹤0.01% | 4407 |
|
2016
Q2 | $453K | Sell |
15,506
-19,962
| -56% | -$583K | ﹤0.01% | 4487 |
|
2016
Q1 | $906K | Buy |
35,468
+8,138
| +30% | +$208K | ﹤0.01% | 4019 |
|
2015
Q4 | $683K | Sell |
27,330
-231,736
| -89% | -$5.79M | ﹤0.01% | 4330 |
|
2015
Q3 | $5.77M | Buy |
259,066
+7,306
| +3% | +$163K | ﹤0.01% | 2531 |
|
2015
Q2 | $5.64M | Buy |
251,760
+70,332
| +39% | +$1.57M | ﹤0.01% | 2684 |
|
2015
Q1 | $4.03M | Sell |
181,428
-5,792
| -3% | -$129K | ﹤0.01% | 2962 |
|
2014
Q4 | $3.86M | Sell |
187,220
-22,020
| -11% | -$454K | ﹤0.01% | 2968 |
|
2014
Q3 | $3.71M | Buy |
209,240
+14,596
| +7% | +$259K | ﹤0.01% | 2891 |
|
2014
Q2 | $3.61M | Sell |
194,644
-2,992
| -2% | -$55.4K | ﹤0.01% | 2979 |
|
2014
Q1 | $3.71M | Buy |
197,636
+19,688
| +11% | +$369K | ﹤0.01% | 2857 |
|
2013
Q4 | $3.44M | Buy |
177,948
+156,584
| +733% | +$3.02M | ﹤0.01% | 2928 |
|
2013
Q3 | $383K | Sell |
21,364
-20,216
| -49% | -$362K | ﹤0.01% | 4504 |
|
2013
Q2 | $615K | Buy |
+41,580
| New | +$615K | ﹤0.01% | 4117 |
|