Clearstead Advisors’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 | $165K | Buy |
3,107
+428
| +16% | +$22.7K | ﹤0.01% | 926 |
|
|
2025
Q1 | $116K | Buy |
2,679
+254
| +10% | +$11K | ﹤0.01% | 950 |
|
|
2024
Q4 | $136K | Hold |
2,425
| – | – | ﹤0.01% | 945 |
|
|
2024
Q3 | $165K | Sell |
2,425
-238
| -9% | -$16.2K | ﹤0.01% | 912 |
|
|
2024
Q2 | $113K | Buy |
2,663
+238
| +10% | +$10.1K | ﹤0.01% | 971 |
|
|
2024
Q1 | $135K | Hold |
2,425
| – | – | 0.01% | 540 |
|
|
2023
Q4 | $179K | Sell |
2,425
-2,425
| -50% | -$179K | 0.01% | 468 |
|
|
2023
Q3 | $331K | Buy |
4,850
+2,425
| +100% | +$165K | 0.01% | 466 |
|
|
2023
Q2 | $228K | Hold |
2,425
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $164K | Hold |
2,425
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $120K | Hold |
2,425
| – | – | 0.01% | 465 |
|
|
2022
Q3 | $79K | Hold |
2,425
| – | – | 0.01% | 515 |
|
|
2022
Q2 | $96K | Hold |
2,425
| – | – | 0.01% | 506 |
|
|
2022
Q1 | $170K | Hold |
2,425
| – | – | 0.01% | 430 |
|
|
2021
Q4 | $189K | Hold |
2,425
| – | – | 0.01% | 401 |
|
|
2021
Q3 | $231K | Hold |
2,425
| – | – | 0.02% | 344 |
|
|
2021
Q2 | $301K | Hold |
2,425
| – | – | 0.02% | 293 |
|
|
2021
Q1 | $320K | Hold |
2,425
| – | – | 0.03% | 272 |
|
|
2020
Q4 | $321K | Hold |
2,425
| – | – | 0.03% | 255 |
|
|
2020
Q3 | $247K | Hold |
2,425
| – | – | 0.03% | 258 |
|
|
2020
Q2 | $211K | Hold |
2,425
| – | – | 0.02% | 261 |
|
|
2020
Q1 | $141K | Sell |
2,425
-19
| -0.8% | -$1.11K | 0.02% | 281 |
|
|
2019
Q4 | $226K | Buy |
2,444
+19
| +0.8% | +$1.76K | 0.03% | 262 |
|
|
2019
Q3 | $219K | Hold |
2,425
| – | – | 0.03% | 248 |
|
|
2019
Q2 | $286K | Hold |
2,425
| – | – | 0.04% | 225 |
|
|
2019
Q1 | $210K | Buy |
+2,425
| New | +$210K | 0.03% | 249 |
|