Plante Moran Financial Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$4.63K | – | 851 |
|
|
2024
Q4 | $4.63K | Buy |
+52
| New | +$4.63K | ﹤0.01% | 697 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 921 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 898 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 778 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 758 |
|
|
2018
Q1 | $1K | Sell |
14
-206
| -94% | -$14.7K | ﹤0.01% | 894 |
|
|
2017
Q4 | $8K | Buy |
220
+206
| +1,471% | +$7.49K | ﹤0.01% | 626 |
|
|
2017
Q3 | $1K | Sell |
14
-10
| -42% | -$714 | ﹤0.01% | 762 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 782 |
|
|
2017
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 824 |
|