Axxcess Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,676
| Closed | -$207K | – | 874 |
|
|
2024
Q4 | $207K | Buy |
3,676
+110
| +3% | +$6.18K | 0.01% | 811 |
|
|
2024
Q3 | $243K | Buy |
+3,566
| New | +$243K | 0.01% | 767 |
|
|
2024
Q2 | – | Sell |
-3,463
| Closed | -$239K | – | 882 |
|
|
2024
Q1 | $239K | Hold |
3,463
| – | – | 0.01% | 747 |
|
|
2023
Q4 | $256K | Hold |
3,463
| – | – | 0.01% | 698 |
|
|
2023
Q3 | $236K | Buy |
3,463
+310
| +10% | +$21.1K | 0.01% | 674 |
|
|
2023
Q2 | $296K | Sell |
3,153
-3,703
| -54% | -$348K | 0.02% | 453 |
|
|
2023
Q1 | $465K | Sell |
6,856
-2,557
| -27% | -$173K | 0.04% | 387 |
|
|
2022
Q4 | $466K | Sell |
9,413
-6,417
| -41% | -$318K | 0.04% | 367 |
|
|
2022
Q3 | $514K | Sell |
15,830
-293
| -2% | -$9.51K | 0.05% | 310 |
|
|
2022
Q2 | $635K | Buy |
16,123
+2,178
| +16% | +$85.8K | 0.06% | 253 |
|
|
2022
Q1 | $975K | Sell |
13,945
-2,114
| -13% | -$148K | 0.08% | 217 |
|
|
2021
Q4 | $1.25M | Buy |
+16,059
| New | +$1.25M | 0.09% | 174 |
|