Corient Private Wealth’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 | $889K | Buy |
16,737
+3,748
| +29% | +$199K | ﹤0.01% | 1492 |
|
2025
Q1 | $562K | Sell |
12,989
-5,824
| -31% | -$252K | ﹤0.01% | 1542 |
|
2024
Q4 | $1.06M | Sell |
18,813
-13,018
| -41% | -$731K | ﹤0.01% | 1298 |
|
2024
Q3 | $2.17M | Sell |
31,831
-7,397
| -19% | -$504K | ﹤0.01% | 1038 |
|
2024
Q2 | $1.66M | Buy |
39,228
+9,659
| +33% | +$408K | ﹤0.01% | 1106 |
|
2024
Q1 | $2.04M | Buy |
29,569
+733
| +3% | +$50.6K | ﹤0.01% | 1009 |
|
2023
Q4 | $2.13M | Buy |
28,836
+8,530
| +42% | +$631K | ﹤0.01% | 974 |
|
2023
Q3 | $1.38M | Sell |
20,306
-1,322
| -6% | -$90.1K | ﹤0.01% | 1060 |
|
2023
Q2 | $2.03M | Buy |
21,628
+3,508
| +19% | +$329K | ﹤0.01% | 894 |
|
2023
Q1 | $1.23M | Buy |
18,120
+3,246
| +22% | +$220K | ﹤0.01% | 1008 |
|
2022
Q4 | $736K | Buy |
+14,874
| New | +$736K | ﹤0.01% | 1007 |
|