Willow Creek Wealth Management’s Exponent EXPO Stock Holding History

Willow Creek Wealth Management’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$219K	Hold
2023 Q4	$233K	Hold
2023 Q3	$227K	Hold
2023 Q2	$247K	Hold
2023 Q1	$264K	Hold
2022 Q4	$263K	Hold
2022 Q3	$232K	Hold
2022 Q2	$242K	Hold
2022 Q1	$286K	Hold
2021 Q4	$309K	Hold
2021 Q3	$300K	Hold
2021 Q2	$236K	Hold
2021 Q1	$258K	Sell
2020 Q4	$1.87M	Hold
2020 Q3	$1.5M	Hold
2020 Q2	$1.68M	Hold
2020 Q1	$1.5M	Sell
2019 Q4	$1.84M	Hold
2019 Q3	$1.87M	Hold
2019 Q2	$1.56M	Hold
2019 Q1	$1.54M	Sell
2018 Q4	$1.53M	Hold
2018 Q3	$1.61M	Sell
2018 Q2	$1.48M	Sell
2018 Q1	$1.21M	Sell
2017 Q4	$1.19M	Hold
2017 Q3	$1.24M	Hold
2017 Q2	$977K	Hold
2017 Q1	$998K	Hold
2016 Q4	$1.01M	Hold
2016 Q3	$856K	Sell
2016 Q2	$1M	Hold
2016 Q1	$877K	Sell
2015 Q4	$869K	Sell
2015 Q3	$784K	Hold
2015 Q2	$788K	Buy