Zurich Cantonal Bank’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
9,363
-3,845
| -29% | -$287K | ﹤0.01% | 1447 |
|
|
2025
Q1 | $1.07M | Hold |
13,208
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q4 | $1.18M | Buy |
13,208
+1,167
| +10% | +$104K | ﹤0.01% | 1106 |
|
|
2024
Q3 | $1.39M | Hold |
12,041
| – | – | ﹤0.01% | 958 |
|
|
2024
Q2 | $1.15M | Buy |
12,041
+1,742
| +17% | +$166K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $852K | Sell |
10,299
-1,603
| -13% | -$133K | ﹤0.01% | 1145 |
|
|
2023
Q4 | $1.05M | Sell |
11,902
-1,309
| -10% | -$115K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $1.13M | Buy |
13,211
+3,994
| +43% | +$342K | 0.01% | 904 |
|
|
2023
Q2 | $860K | Buy |
9,217
+994
| +12% | +$92.8K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $820K | Buy |
8,223
+907
| +12% | +$90.4K | ﹤0.01% | 1001 |
|
|
2022
Q4 | $725K | Buy |
7,316
+534
| +8% | +$52.9K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $595K | Buy |
6,782
+541
| +9% | +$47.5K | ﹤0.01% | 1079 |
|
|
2022
Q2 | $571K | Sell |
6,241
-545
| -8% | -$49.9K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $733K | Sell |
6,786
-412
| -6% | -$44.5K | ﹤0.01% | 1090 |
|
|
2021
Q4 | $840K | Buy |
7,198
+2,289
| +47% | +$267K | ﹤0.01% | 1099 |
|
|
2021
Q3 | $555K | Hold |
4,909
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q2 | $438K | Sell |
4,909
-789
| -14% | -$70.4K | ﹤0.01% | 1302 |
|
|
2021
Q1 | $555K | Sell |
5,698
-423
| -7% | -$41.2K | ﹤0.01% | 1157 |
|
|
2020
Q4 | $551K | Buy |
6,121
+481
| +9% | +$43.3K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $406K | Hold |
5,640
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q2 | $456K | Buy |
5,640
+1,187
| +27% | +$96K | ﹤0.01% | 1054 |
|
|
2020
Q1 | $320K | Buy |
4,453
+1,426
| +47% | +$102K | ﹤0.01% | 1013 |
|
|
2019
Q4 | $209K | Hold |
3,027
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q3 | $212K | Hold |
3,027
| – | – | ﹤0.01% | 1215 |
|
|
2019
Q2 | $177K | Hold |
3,027
| – | – | ﹤0.01% | 1292 |
|
|
2019
Q1 | $175K | Sell |
3,027
-547
| -15% | -$31.6K | ﹤0.01% | 1249 |
|
|
2018
Q4 | $181K | Buy |
3,574
+622
| +21% | +$31.5K | ﹤0.01% | 1258 |
|
|
2018
Q3 | $158K | Hold |
2,952
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q2 | $143K | Hold |
2,952
| – | – | ﹤0.01% | 1452 |
|
|
2018
Q1 | $116K | Hold |
2,952
| – | – | ﹤0.01% | 1512 |
|
|
2017
Q4 | $105K | Buy |
2,952
+1,134
| +62% | +$40.3K | ﹤0.01% | 1542 |
|
|
2017
Q3 | $67K | Hold |
1,818
| – | – | ﹤0.01% | 1627 |
|
|
2017
Q2 | $53K | Buy |
1,818
+320
| +21% | +$9.33K | ﹤0.01% | 1720 |
|
|
2017
Q1 | $45K | Hold |
1,498
| – | – | ﹤0.01% | 1797 |
|
|
2016
Q4 | $45K | Hold |
1,498
| – | – | ﹤0.01% | 1763 |
|
|
2016
Q3 | $38K | Buy |
1,498
+232
| +18% | +$5.89K | ﹤0.01% | 1817 |
|
|
2016
Q2 | $37K | Hold |
1,266
| – | – | ﹤0.01% | 1653 |
|
|
2016
Q1 | $32K | Hold |
1,266
| – | – | ﹤0.01% | 1691 |
|
|
2015
Q4 | $32K | Buy |
1,266
+664
| +110% | +$16.8K | ﹤0.01% | 1723 |
|
|
2015
Q3 | $13K | Buy |
+602
| New | +$13K | ﹤0.01% | 1729 |
|