Roffman Miller Associates’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.4M | Buy |
312,795
+2,019
| +0.6% | +$151K | 1.4% | 29 |
|
2025
Q1 | $25.2M | Buy |
310,776
+535
| +0.2% | +$43.4K | 1.59% | 25 |
|
2024
Q4 | $27.6M | Sell |
310,241
-1,561
| -0.5% | -$139K | 1.7% | 24 |
|
2024
Q3 | $35.9M | Buy |
311,802
+877
| +0.3% | +$101K | 2.19% | 19 |
|
2024
Q2 | $29.6M | Sell |
310,925
-856
| -0.3% | -$81.4K | 1.95% | 22 |
|
2024
Q1 | $25.8M | Sell |
311,781
-515
| -0.2% | -$42.6K | 1.72% | 25 |
|
2023
Q4 | $27.5M | Sell |
312,296
-5,297
| -2% | -$466K | 1.96% | 21 |
|
2023
Q3 | $27.2M | Buy |
317,593
+2,647
| +0.8% | +$227K | 2.15% | 20 |
|
2023
Q2 | $29.4M | Sell |
314,946
-757
| -0.2% | -$70.6K | 2.21% | 18 |
|
2023
Q1 | $31.5M | Sell |
315,703
-2,540
| -0.8% | -$253K | 2.51% | 16 |
|
2022
Q4 | $31.5M | Sell |
318,243
-2,105
| -0.7% | -$209K | 2.6% | 15 |
|
2022
Q3 | $28.1M | Buy |
320,348
+742
| +0.2% | +$65.1K | 2.56% | 14 |
|
2022
Q2 | $29.2M | Buy |
319,606
+785
| +0.2% | +$71.8K | 2.53% | 15 |
|
2022
Q1 | $34.4M | Buy |
318,821
+3,300
| +1% | +$357K | 2.56% | 14 |
|
2021
Q4 | $36.8M | Sell |
315,521
-374
| -0.1% | -$43.7K | 2.49% | 13 |
|
2021
Q3 | $35.7M | Sell |
315,895
-244,080
| -44% | -$27.6M | 2.66% | 11 |
|
2021
Q2 | $28.2M | Buy |
559,975
+16,825
| +3% | +$848K | 2.14% | 19 |
|
2021
Q1 | $30.4M | Buy |
543,150
+98,200
| +22% | +$5.5M | 2.53% | 16 |
|
2020
Q4 | $27.8M | Buy |
444,950
+134,724
| +43% | +$8.43M | 2.41% | 18 |
|
2020
Q3 | $22.3M | Sell |
310,226
-5,377
| -2% | -$387K | 2.16% | 20 |
|
2020
Q2 | $25.5M | Buy |
315,603
+1,961
| +0.6% | +$159K | 2.54% | 15 |
|
2020
Q1 | $22.6M | Buy |
313,642
+1,387
| +0.4% | +$99.7K | 2.82% | 14 |
|
2019
Q4 | $21.5M | Sell |
312,255
-124
| -0% | -$8.56K | 2.15% | 21 |
|
2019
Q3 | $21.8M | Sell |
312,379
-10,516
| -3% | -$735K | 2.29% | 20 |
|
2019
Q2 | $18.9M | Buy |
322,895
+4,371
| +1% | +$256K | 2.03% | 28 |
|
2019
Q1 | $18.4M | Buy |
318,524
+6,295
| +2% | +$363K | 2.09% | 26 |
|
2018
Q4 | $15.8M | Sell |
312,229
-6,904
| -2% | -$350K | 2.06% | 26 |
|
2018
Q3 | $17.1M | Buy |
319,133
+222
| +0.1% | +$11.9K | 1.9% | 30 |
|
2018
Q2 | $15.4M | Sell |
318,911
-2,007
| -0.6% | -$96.9K | 1.88% | 30 |
|
2018
Q1 | $12.6M | Buy |
320,918
+4,660
| +1% | +$183K | 1.6% | 31 |
|
2017
Q4 | $11.2M | Buy |
316,258
+3,058
| +1% | +$109K | 1.39% | 32 |
|
2017
Q3 | $11.6M | Buy |
313,200
+4,990
| +2% | +$184K | 1.53% | 34 |
|
2017
Q2 | $8.98M | Buy |
308,210
+11,106
| +4% | +$324K | 1.23% | 38 |
|
2017
Q1 | $8.85M | Buy |
297,104
+16,554
| +6% | +$493K | 1.25% | 37 |
|
2016
Q4 | $8.46M | Buy |
280,550
+1,866
| +0.7% | +$56.3K | 1.28% | 36 |
|
2016
Q3 | $7.12M | Buy |
278,684
+14,440
| +5% | +$369K | 1.15% | 39 |
|
2016
Q2 | $7.72M | Buy |
264,244
+10,820
| +4% | +$316K | 1.27% | 37 |
|
2016
Q1 | $6.46M | Buy |
253,424
+15,522
| +7% | +$396K | 1.11% | 40 |
|
2015
Q4 | $5.94M | Sell |
237,902
-10,464
| -4% | -$261K | 1.09% | 38 |
|
2015
Q3 | $5.53M | Buy |
248,366
+742
| +0.3% | +$16.5K | 1.09% | 39 |
|
2015
Q2 | $5.54M | Buy |
247,624
+2,780
| +1% | +$62.2K | 1.05% | 41 |
|
2015
Q1 | $5.44M | Buy |
244,844
+1,156
| +0.5% | +$25.7K | 1.04% | 41 |
|
2014
Q4 | $5.03M | Buy |
243,688
+6,476
| +3% | +$134K | 0.98% | 43 |
|
2014
Q3 | $4.2M | Buy |
237,212
+8,188
| +4% | +$145K | 0.86% | 44 |
|
2014
Q2 | $4.24M | Buy |
229,024
+9,280
| +4% | +$172K | 0.89% | 43 |
|
2014
Q1 | $4.12M | Buy |
219,744
+12,492
| +6% | +$234K | 0.92% | 44 |
|
2013
Q4 | $4M | Buy |
207,252
+4,400
| +2% | +$85K | 0.92% | 44 |
|
2013
Q3 | $3.64M | Buy |
202,852
+3,900
| +2% | +$70K | 0.92% | 46 |
|
2013
Q2 | $2.94M | Buy |
+198,952
| New | +$2.94M | 0.78% | 50 |
|