WCWM
Willow Creek Wealth Management’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,650
| Closed | -$219K | – | 152 |
|
|
2024
Q1 | $219K | Hold |
2,650
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $233K | Hold |
2,650
| – | – | 0.03% | 132 |
|
|
2023
Q3 | $227K | Hold |
2,650
| – | – | 0.03% | 122 |
|
|
2023
Q2 | $247K | Hold |
2,650
| – | – | 0.04% | 126 |
|
|
2023
Q1 | $264K | Hold |
2,650
| – | – | 0.04% | 113 |
|
|
2022
Q4 | $263K | Hold |
2,650
| – | – | 0.04% | 107 |
|
|
2022
Q3 | $232K | Hold |
2,650
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $242K | Hold |
2,650
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $286K | Hold |
2,650
| – | – | 0.06% | 96 |
|
|
2021
Q4 | $309K | Hold |
2,650
| – | – | 0.06% | 97 |
|
|
2021
Q3 | $300K | Hold |
2,650
| – | – | 0.07% | 89 |
|
|
2021
Q2 | $236K | Hold |
2,650
| – | – | 0.06% | 102 |
|
|
2021
Q1 | $258K | Sell |
2,650
-18,160
| -87% | -$1.77M | 0.09% | 78 |
|
|
2020
Q4 | $1.87M | Hold |
20,810
| – | – | 0.71% | 19 |
|
|
2020
Q3 | $1.5M | Hold |
20,810
| – | – | 0.62% | 19 |
|
|
2020
Q2 | $1.68M | Hold |
20,810
| – | – | 0.76% | 16 |
|
|
2020
Q1 | $1.5M | Sell |
20,810
-5,880
| -22% | -$423K | 0.75% | 17 |
|
|
2019
Q4 | $1.84M | Hold |
26,690
| – | – | 0.84% | 15 |
|
|
2019
Q3 | $1.87M | Hold |
26,690
| – | – | 0.86% | 14 |
|
|
2019
Q2 | $1.56M | Hold |
26,690
| – | – | 0.75% | 17 |
|
|
2019
Q1 | $1.54M | Sell |
26,690
-3,400
| -11% | -$196K | 0.78% | 15 |
|
|
2018
Q4 | $1.53M | Hold |
30,090
| – | – | 0.81% | 14 |
|
|
2018
Q3 | $1.61M | Sell |
30,090
-500
| -2% | -$26.8K | 0.9% | 9 |
|
|
2018
Q2 | $1.48M | Buy |
30,590
+15,195
| +99% | +$734K | 0.83% | 11 |
|
|
2018
Q1 | $1.21M | Sell |
15,395
-1,365
| -8% | -$107K | 0.65% | 17 |
|
|
2017
Q4 | $1.19M | Hold |
16,760
| – | – | 0.79% | 11 |
|
|
2017
Q3 | $1.24M | Hold |
16,760
| – | – | 0.81% | 11 |
|
|
2017
Q2 | $977K | Hold |
16,760
| – | – | 0.66% | 11 |
|
|
2017
Q1 | $998K | Hold |
16,760
| – | – | 0.69% | 11 |
|
|
2016
Q4 | $1.01M | Hold |
16,760
| – | – | 0.75% | 11 |
|
|
2016
Q3 | $856K | Sell |
16,760
-430
| -3% | -$22K | 0.67% | 10 |
|
|
2016
Q2 | $1M | Hold |
17,190
| – | – | 0.82% | 10 |
|
|
2016
Q1 | $877K | Sell |
17,190
-210
| -1% | -$10.7K | 0.79% | 9 |
|
|
2015
Q4 | $869K | Sell |
17,400
-200
| -1% | -$9.99K | 0.78% | 9 |
|
|
2015
Q3 | $784K | Hold |
17,600
| – | – | 0.72% | 9 |
|
|
2015
Q2 | $788K | Buy |
+17,600
| New | +$788K | 0.73% | 8 |
|