NewEdge Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.36M | Sell |
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|
2025
Q2 | $2.41M | Sell |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $3.8M | Buy |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $2.76M | Buy |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $944K | Buy |
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|
2021
Q3 | $882K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $665K | Buy |
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