Pathstone Holdings’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
17,941
-1,586
| -8% | -$118K | 0.01% | 1230 |
|
|
2025
Q1 | $1.58M | Sell |
19,527
-1,515
| -7% | -$123K | 0.01% | 1115 |
|
|
2024
Q4 | $1.88M | Sell |
21,042
-2,564
| -11% | -$228K | 0.01% | 1006 |
|
|
2024
Q3 | $2.72M | Buy |
23,606
+1,722
| +8% | +$199K | 0.01% | 818 |
|
|
2024
Q2 | $2.08M | Buy |
21,884
+6,510
| +42% | +$619K | 0.01% | 905 |
|
|
2024
Q1 | $1.27M | Buy |
15,374
+5,692
| +59% | +$471K | 0.01% | 1136 |
|
|
2023
Q4 | $852K | Buy |
+9,682
| New | +$852K | ﹤0.01% | 1158 |
|