Nicolet Advisory Services’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
9,707
+1,362
| +16% | +$93.1K | 0.06% | 177 |
|
|
2025
Q1 | $659K | Buy |
8,345
+1,075
| +15% | +$84.9K | 0.07% | 164 |
|
|
2024
Q4 | $648K | Sell |
7,270
-628
| -8% | -$56K | 0.06% | 167 |
|
|
2024
Q3 | $897K | Buy |
7,898
+513
| +7% | +$58.3K | 0.08% | 129 |
|
|
2024
Q2 | $702K | Buy |
7,385
+1,760
| +31% | +$167K | 0.07% | 142 |
|
|
2024
Q1 | $456K | Buy |
5,625
+2,600
| +86% | +$211K | 0.05% | 196 |
|
|
2023
Q4 | $261K | Buy |
3,025
+353
| +13% | +$30.5K | 0.03% | 268 |
|
|
2023
Q3 | $229K | Buy |
+2,672
| New | +$229K | 0.03% | 270 |
|