Schwartz Investment Counsel’s Expand Energy Corp EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.4M | Hold |
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|
2025
Q2 | $43.3M | Hold |
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|
2025
Q1 | $41.2M | Sell |
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|
2024
Q4 | $38.1M | Hold |
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|
2024
Q3 | $31.5M | Buy |
|
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|
2024
Q2 | $24.9M | Hold |
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|
2024
Q1 | $26.9M | Sell |
|
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|
2023
Q4 | $29.6M | Buy |
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|
2023
Q3 | $32.9M | Buy |
|
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|
2023
Q2 | $31.7M | Sell |
|
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|
2023
Q1 | $33.4M | Buy |
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|
2022
Q4 | $35M | Buy |
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|
2022
Q3 | $32.2M | Buy |
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|
2022
Q2 | $26.1M | Buy |
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|
2022
Q1 | $13.1M | Buy |
|