Avantax Advisory Services’s Exact Sciences EXAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
5,369
-1,219
-19% -$64.8K ﹤0.01% 1951
2025
Q1
$285K Buy
6,588
+1,259
+24% +$54.5K ﹤0.01% 1867
2024
Q4
$299K Sell
5,329
-978
-16% -$55K ﹤0.01% 1780
2024
Q3
$430K Sell
6,307
-520
-8% -$35.4K ﹤0.01% 1515
2024
Q2
$288K Buy
6,827
+3,735
+121% +$158K ﹤0.01% 1726
2024
Q1
$214K Buy
3,092
+9
+0.3% +$622 ﹤0.01% 1509
2023
Q4
$228K Sell
3,083
-104
-3% -$7.69K ﹤0.01% 1399
2023
Q3
$217K Sell
3,187
-634
-17% -$43.3K ﹤0.01% 1383
2023
Q2
$359K Sell
3,821
-370
-9% -$34.7K ﹤0.01% 1088
2023
Q1
$284K Buy
+4,191
New +$284K ﹤0.01% 1179
2022
Q1
Sell
-2,628
Closed -$205K 1308
2021
Q4
$205K Sell
2,628
-235
-8% -$18.3K ﹤0.01% 1161
2021
Q3
$275K Sell
2,863
-113
-4% -$10.9K ﹤0.01% 964
2021
Q2
$369K Buy
2,976
+497
+20% +$61.6K 0.01% 815
2021
Q1
$327K Sell
2,479
-43
-2% -$5.67K 0.01% 773
2020
Q4
$334K Buy
2,522
+241
+11% +$31.9K 0.01% 685
2020
Q3
$233K Buy
+2,281
New +$233K ﹤0.01% 1149