Carson Wealth (CWM LLC)’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
41,978
+20,662
| +97% | +$1.1M | 0.01% | 911 |
|
|
2025
Q1 | $923K | Buy |
21,316
+6,217
| +41% | +$269K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $848K | Buy |
15,099
+4,645
| +44% | +$261K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $712K | Buy |
10,454
+4,248
| +68% | +$289K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $262K | Sell |
6,206
-914
| -13% | -$38.6K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $492K | Sell |
7,120
-589
| -8% | -$40.7K | ﹤0.01% | 1150 |
|
|
2023
Q4 | $570K | Buy |
7,709
+583
| +8% | +$43.1K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $486K | Buy |
7,126
+1,851
| +35% | +$126K | ﹤0.01% | 983 |
|
|
2023
Q2 | $495K | Sell |
5,275
-1,041
| -16% | -$97.7K | ﹤0.01% | 940 |
|
|
2023
Q1 | $428K | Buy |
6,316
+1,589
| +34% | +$108K | ﹤0.01% | 933 |
|
|
2022
Q4 | $234K | Buy |
4,727
+354
| +8% | +$17.5K | ﹤0.01% | 1038 |
|
|
2022
Q3 | $142K | Sell |
4,373
-658
| -13% | -$21.4K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $198K | Buy |
5,031
+490
| +11% | +$19.3K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $318K | Sell |
4,541
-1,267
| -22% | -$88.7K | ﹤0.01% | 862 |
|
|
2021
Q4 | $452K | Buy |
+5,808
| New | +$452K | ﹤0.01% | 754 |
|
|
2021
Q2 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2021
Q1 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2020
Q4 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2020
Q3 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2020
Q2 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2020
Q1 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2019
Q4 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2019
Q3 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2019
Q2 | $13M | Hold |
104,633
| – | – | 0.1% | 175 |
|
|
2019
Q1 | $13M | Buy |
104,633
+104,019
| +16,941% | +$12.9M | 0.1% | 175 |
|
|
2018
Q4 | $39K | Buy |
614
+544
| +777% | +$34.6K | ﹤0.01% | 931 |
|
|
2018
Q3 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 1281 |
|
|
2018
Q1 | – | Sell |
-113
| Closed | -$6K | – | 1444 |
|
|
2017
Q4 | $6K | Hold |
113
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q3 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 1073 |
|