Private Wealth Management 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 | $5.45K | Sell |
73
-11
| -13% | -$822 | ﹤0.01% | 719 |
|
|
2025
Q1 | $6.81K | Sell |
84
-10
| -11% | -$811 | ﹤0.01% | 607 |
|
|
2024
Q4 | $8.38K | Hold |
94
| – | – | ﹤0.01% | 549 |
|
|
2024
Q3 | $10.8K | Hold |
94
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $8.94K | Buy |
94
+22
| +31% | +$2.09K | ﹤0.01% | 473 |
|
|
2024
Q1 | $5.95K | Buy |
72
+21
| +41% | +$1.74K | ﹤0.01% | 571 |
|
|
2023
Q4 | $4.49K | Buy |
+51
| New | +$4.49K | ﹤0.01% | 668 |
|