NewEdge 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 | $2.41M | Sell |
33,789
-529
| -2% | -$37.7K | 0.04% | 343 |
|
|
2025
Q1 | $2.78M | Buy |
34,318
+3,895
| +13% | +$316K | 0.05% | 285 |
|
|
2024
Q4 | $2.71M | Sell |
30,423
-2,498
| -8% | -$223K | 0.05% | 294 |
|
|
2024
Q3 | $3.8M | Buy |
32,921
+1,908
| +6% | +$220K | 0.07% | 241 |
|
|
2024
Q2 | $2.95M | Buy |
31,013
+542
| +2% | +$51.6K | 0.06% | 251 |
|
|
2024
Q1 | $2.82M | Sell |
30,471
-1,927
| -6% | -$178K | 0.06% | 261 |
|
|
2023
Q4 | $2.85M | Buy |
32,398
+1,023
| +3% | +$90.1K | 0.07% | 235 |
|
|
2023
Q3 | $2.69M | Buy |
31,375
+2,459
| +9% | +$210K | 0.09% | 209 |
|
|
2023
Q2 | $2.7M | Buy |
28,916
+771
| +3% | +$72K | 0.09% | 202 |
|
|
2023
Q1 | $2.81M | Buy |
28,145
+266
| +1% | +$26.5K | 0.11% | 173 |
|
|
2022
Q4 | $2.76M | Buy |
27,879
+1,895
| +7% | +$188K | 0.12% | 161 |
|
|
2022
Q3 | $2.28M | Buy |
25,984
+1,086
| +4% | +$95.2K | 0.11% | 171 |
|
|
2022
Q2 | $2.28M | Buy |
24,898
+15,442
| +163% | +$1.41M | 0.1% | 174 |
|
|
2022
Q1 | $1.02M | Buy |
9,456
+1,366
| +17% | +$148K | 0.05% | 222 |
|
|
2021
Q4 | $944K | Buy |
8,090
+291
| +4% | +$34K | 0.04% | 239 |
|
|
2021
Q3 | $882K | Buy |
7,799
+748
| +11% | +$84.6K | 0.05% | 187 |
|
|
2021
Q2 | $629K | Buy |
7,051
+226
| +3% | +$20.2K | 0.05% | 199 |
|
|
2021
Q1 | $665K | Buy |
+6,825
| New | +$665K | 0.07% | 196 |
|