Allworth Financial’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4K | Buy |
+2,315
| New | +$15.3K | ﹤0.01% | 3288 |
|
|
2025
Q4 | – | Sell |
-1,765
| Closed | -$14.4K | – | 5310 |
|
|
2025
Q3 | $14.4K | Sell |
1,765
-311
| -15% | -$2.07K | ﹤0.01% | 2910 |
|
|
2025
Q2 | $9.7K | Buy |
2,076
+180
| +9% | +$825 | ﹤0.01% | 2901 |
|
|
2025
Q1 | $8.12K | Hold |
1,896
| – | – | ﹤0.01% | 2520 |
|
|
2024
Q4 | $6.24K | Hold |
1,896
| – | – | ﹤0.01% | 2654 |
|
|
2024
Q3 | $5.4K | Hold |
1,896
| – | – | ﹤0.01% | 2534 |
|
|
2024
Q2 | $4.49K | Sell |
1,896
-190
| -9% | -$383 | ﹤0.01% | 2569 |
|
|
2024
Q1 | $4.61K | Buy |
2,086
+190
| +10% | +$492 | ﹤0.01% | 2443 |
|
|
2023
Q4 | $4.46K | Hold |
1,896
| – | – | ﹤0.01% | 2322 |
|
|
2023
Q3 | $3.53K | Hold |
1,896
| – | – | ﹤0.01% | 2285 |
|
|
2023
Q2 | $4.97K | Hold |
1,896
| – | – | ﹤0.01% | 2099 |
|
|
2023
Q1 | $3.09K | Buy |
1,896
+196
| +12% | +$245 | ﹤0.01% | 2222 |
|
|
2022
Q4 | $2.26K | Buy |
1,700
+1,200
| +240% | +$1.69K | ﹤0.01% | 2198 |
|
|
2022
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 2549 |
|
|
2022
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 2295 |
|
|
2022
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 2038 |
|
|
2021
Q4 | $1K | Hold |
500
| – | – | ﹤0.01% | 1873 |
|
|
2021
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 1812 |
|
|
2021
Q2 | $2K | Sell |
500
-1,876
| -79% | -$7.16K | ﹤0.01% | 1417 |
|
|
2021
Q1 | $11K | Buy |
2,376
+1,076
| +83% | +$5.8K | ﹤0.01% | 971 |
|
|
2020
Q4 | $6K | Sell |
1,300
-100
| -7% | -$500 | ﹤0.01% | 964 |
|
|
2020
Q3 | $8K | Buy |
+1,400
| New | +$5.6K | ﹤0.01% | 770 |
|
Other funds holding XERS
VCM
RA
N
VPM
