Concord Wealth Partners’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 | $5.31K | Hold |
100
| – | – | ﹤0.01% | 623 |
|
|
2025
Q1 | $4.33K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2024
Q4 | $5.62K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $6.81K | Sell |
100
-29
| -22% | -$1.98K | ﹤0.01% | 593 |
|
|
2024
Q2 | $5.45K | Hold |
129
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $8.91K | Hold |
129
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $9.54K | Sell |
129
-68
| -35% | -$5.03K | ﹤0.01% | 573 |
|
|
2023
Q3 | $13.4K | Sell |
197
-223
| -53% | -$15.2K | ﹤0.01% | 570 |
|
|
2023
Q2 | $39.4K | Buy |
420
+97
| +30% | +$9.11K | 0.01% | 395 |
|
|
2023
Q1 | $21.9K | Sell |
323
-1,498
| -82% | -$102K | 0.01% | 475 |
|
|
2022
Q4 | $90.2K | Buy |
+1,821
| New | +$90.2K | 0.03% | 277 |
|
|
2022
Q3 | – | Sell |
-3,385
| Closed | -$133K | – | 471 |
|
|
2022
Q2 | $133K | Buy |
3,385
+2,633
| +350% | +$103K | 0.04% | 219 |
|
|
2022
Q1 | $53K | Sell |
752
-283
| -27% | -$19.9K | 0.01% | 424 |
|
|
2021
Q4 | $81K | Buy |
1,035
+780
| +306% | +$61K | 0.02% | 342 |
|
|
2021
Q3 | $24K | Sell |
255
-117
| -31% | -$11K | 0.01% | 349 |
|
|
2021
Q2 | $46K | Buy |
372
+348
| +1,450% | +$43K | 0.01% | 367 |
|
|
2021
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 754 |
|