Portside Wealth Group’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
3,004
+11
| +0.4% | +$822 | 0.03% | 421 |
|
|
2025
Q1 | $243K | Buy |
2,993
+170
| +6% | +$13.8K | 0.04% | 374 |
|
|
2024
Q4 | $252K | Buy |
2,823
+314
| +13% | +$28K | 0.04% | 363 |
|
|
2024
Q3 | $289K | Buy |
2,509
+262
| +12% | +$30.2K | 0.05% | 312 |
|
|
2024
Q2 | $214K | Buy |
+2,247
| New | +$214K | 0.04% | 329 |
|
|
2024
Q1 | – | Sell |
-3,740
| Closed | -$329K | – | 368 |
|
|
2023
Q4 | $329K | Sell |
3,740
-39
| -1% | -$3.43K | 0.06% | 253 |
|
|
2023
Q3 | $322K | Buy |
3,779
+682
| +22% | +$58.1K | 0.06% | 242 |
|
|
2023
Q2 | $289K | Buy |
+3,097
| New | +$289K | 0.05% | 260 |
|