Venturi Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,543
| Closed | -$206K | – | 563 |
|
|
2025
Q1 | $206K | Buy |
2,543
+12
| +0.5% | +$973 | 0.01% | 537 |
|
|
2024
Q4 | $226K | Buy |
2,531
+111
| +5% | +$9.89K | 0.01% | 516 |
|
|
2024
Q3 | $279K | Buy |
2,420
+896
| +59% | +$103K | 0.01% | 393 |
|
|
2024
Q2 | $145K | Buy |
1,524
+1,215
| +393% | +$116K | 0.01% | 452 |
|
|
2024
Q1 | $25.6K | Hold |
309
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $27.2K | Hold |
309
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $26.5K | Hold |
309
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $28.8K | Buy |
309
+62
| +25% | +$5.79K | ﹤0.01% | 496 |
|
|
2023
Q1 | $24.6K | Buy |
+247
| New | +$24.6K | ﹤0.01% | 559 |
|