VisionPoint Advisory Group’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,376
| Closed | -$121K | – | 242 |
|
|
2024
Q4 | $121K | Buy |
1,376
+12
| +0.9% | +$1.06K | 0.04% | 223 |
|
|
2024
Q3 | $157K | Buy |
1,364
+89
| +7% | +$10.3K | 0.05% | 196 |
|
|
2024
Q2 | $121K | Buy |
1,275
+20
| +2% | +$1.9K | 0.04% | 200 |
|
|
2024
Q1 | $104K | Buy |
1,255
+54
| +4% | +$4.47K | 0.04% | 204 |
|
|
2023
Q4 | $106K | Buy |
1,201
+110
| +10% | +$9.68K | 0.04% | 188 |
|
|
2023
Q3 | $93.4K | Hold |
1,091
| – | – | 0.04% | 197 |
|
|
2023
Q2 | $102K | Buy |
+1,091
| New | +$102K | 0.04% | 172 |
|