Northwestern Mutual Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.6K | Buy |
485
+254
| +110% | +$18.1K | ﹤0.01% | 2615 |
|
|
2025
Q4 | $16K | Sell |
231
-32
| -12% | -$2.25K | ﹤0.01% | 2831 |
|
|
2025
Q3 | $18.3K | Buy |
263
+94
| +56% | +$6.72K | ﹤0.01% | 2712 |
|
|
2025
Q2 | $12.6K | Buy |
169
+14
| +9% | +$1.08K | ﹤0.01% | 2722 |
|
|
2025
Q1 | $12.6K | Sell |
155
-526
| -77% | -$45.8K | ﹤0.01% | 2665 |
|
|
2024
Q4 | $60.7K | Buy |
681
+554
| +436% | +$55.8K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $14.6K | Sell |
127
-96
| -43% | -$10K | ﹤0.01% | 2564 |
|
|
2024
Q2 | $21.2K | Buy |
223
+6
| +3% | +$541 | ﹤0.01% | 2373 |
|
|
2024
Q1 | $17.9K | Sell |
217
-68
| -24% | -$5.62K | ﹤0.01% | 2450 |
|
|
2023
Q4 | $25.1K | Buy |
285
+66
| +30% | +$5.41K | ﹤0.01% | 2321 |
|
|
2023
Q3 | $18.7K | Sell |
219
-105
| -32% | -$9.5K | ﹤0.01% | 2333 |
|
|
2023
Q2 | $30.2K | Buy |
324
+208
| +179% | +$19.6K | ﹤0.01% | 2167 |
|
|
2023
Q1 | $11.6K | Sell |
116
-90
| -44% | -$9.16K | ﹤0.01% | 2461 |
|
|
2022
Q4 | $20.4K | Buy |
206
+90
| +78% | +$8.74K | ﹤0.01% | 2247 |
|
|
2022
Q3 | $10K | Hold |
116
| – | – | ﹤0.01% | 2461 |
|
|
2022
Q2 | $11K | Sell |
116
-251
| -68% | -$23.6K | ﹤0.01% | 2477 |
|
|
2022
Q1 | $40K | Buy |
367
+178
| +94% | +$17.2K | ﹤0.01% | 2042 |
|
|
2021
Q4 | $23K | Sell |
189
-4
| -2% | -$470 | ﹤0.01% | 2269 |
|
|
2021
Q3 | $21K | Buy |
193
+4
| +2% | +$431 | ﹤0.01% | 2201 |
|
|
2021
Q2 | $17K | Buy |
189
+73
| +63% | +$6.83K | ﹤0.01% | 2249 |
|
|
2021
Q1 | $11K | Sell |
116
-561
| -83% | -$52.6K | ﹤0.01% | 2253 |
|
|
2020
Q4 | $61K | Buy |
677
+577
| +577% | +$46K | ﹤0.01% | 1579 |
|
|
2020
Q3 | $7K | Buy |
+100
| New | +$7.95K | ﹤0.01% | 2078 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$2K | – | 2479 |
|
|
2020
Q1 | $2K | Buy |
+30
| New | +$2.18K | ﹤0.01% | 2241 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$3K | – | 2458 |
|
|
2018
Q3 | $3K | Buy |
+64
| New | +$3.28K | ﹤0.01% | 2201 |
|
|
2017
Q1 | – | Sell |
-364
| Closed | -$11K | – | 2121 |
|
|
2016
Q4 | $11K | Buy |
+364
| New | +$10.6K | ﹤0.01% | 1577 |
|
|
2016
Q3 | – | Sell |
-364
| Closed | -$11K | – | 609 |
|
|
2016
Q2 | $11K | Buy |
364
+312
| +600% | +$8.11K | ﹤0.01% | 1330 |
|
|
2016
Q1 | $1K | Buy |
+52
| New | +$1.26K | ﹤0.01% | 1993 |
|
|
2015
Q4 | – | Sell |
-312
| Closed | -$7K | – | 1675 |
|
|
2015
Q3 | $7K | Buy |
+312
| New | +$6.86K | ﹤0.01% | 1163 |
|
|
2015
Q1 | – | Sell |
-320
| Closed | -$7K | – | 1622 |
|
|
2014
Q4 | $7K | Buy |
+320
| New | +$6.21K | ﹤0.01% | 1181 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
