Creative Planning’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 | $2.25M | Buy |
42,248
+9,456
| +29% | +$502K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $1.42M | Sell |
32,792
-3,106
| -9% | -$134K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $2.02M | Sell |
35,898
-2,162
| -6% | -$121K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $2.59M | Buy |
38,060
+4,906
| +15% | +$334K | ﹤0.01% | 932 |
|
|
2024
Q2 | $1.4M | Buy |
33,154
+4,954
| +18% | +$209K | ﹤0.01% | 1177 |
|
|
2024
Q1 | $1.95M | Buy |
28,200
+6,181
| +28% | +$427K | ﹤0.01% | 965 |
|
|
2023
Q4 | $1.63M | Buy |
22,019
+2,361
| +12% | +$175K | ﹤0.01% | 993 |
|
|
2023
Q3 | $1.34M | Sell |
19,658
-1,351
| -6% | -$92.2K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $1.97M | Buy |
21,009
+10,766
| +105% | +$1.01M | ﹤0.01% | 820 |
|
|
2023
Q1 | $695K | Sell |
10,243
-956
| -9% | -$64.8K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $554K | Sell |
11,199
-17,344
| -61% | -$859K | ﹤0.01% | 1367 |
|
|
2022
Q3 | $927K | Buy |
28,543
+5,636
| +25% | +$183K | ﹤0.01% | 989 |
|
|
2022
Q2 | $902K | Sell |
22,907
-5,650
| -20% | -$222K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $2M | Buy |
28,557
+6,698
| +31% | +$468K | ﹤0.01% | 725 |
|
|
2021
Q4 | $1.7M | Buy |
21,859
+672
| +3% | +$52.3K | ﹤0.01% | 740 |
|
|
2021
Q3 | $2.02M | Buy |
21,187
+15,426
| +268% | +$1.47M | ﹤0.01% | 683 |
|
|
2021
Q2 | $716K | Sell |
5,761
-3,850
| -40% | -$478K | ﹤0.01% | 1088 |
|
|
2021
Q1 | $1.27M | Sell |
9,611
-8,818
| -48% | -$1.16M | ﹤0.01% | 904 |
|
|
2020
Q4 | $2.44M | Sell |
18,429
-17,634
| -49% | -$2.34M | 0.01% | 584 |
|
|
2020
Q3 | $3.68M | Sell |
36,063
-8,595
| -19% | -$876K | 0.01% | 372 |
|
|
2020
Q2 | $3.88M | Sell |
44,658
-13,769
| -24% | -$1.2M | 0.01% | 324 |
|
|
2020
Q1 | $3.39M | Sell |
58,427
-7,772
| -12% | -$451K | 0.01% | 305 |
|
|
2019
Q4 | $6.12M | Sell |
66,199
-14,168
| -18% | -$1.31M | 0.02% | 259 |
|
|
2019
Q3 | $7.26M | Buy |
80,367
+19,976
| +33% | +$1.81M | 0.02% | 233 |
|
|
2019
Q2 | $7.13M | Sell |
60,391
-12,422
| -17% | -$1.47M | 0.02% | 232 |
|
|
2019
Q1 | $6.31M | Buy |
72,813
+6,241
| +9% | +$541K | 0.02% | 230 |
|
|
2018
Q4 | $4.2M | Buy |
66,572
+9,665
| +17% | +$610K | 0.02% | 277 |
|
|
2018
Q3 | $4.49M | Sell |
56,907
-9,760
| -15% | -$770K | 0.02% | 292 |
|
|
2018
Q2 | $3.99M | Sell |
66,667
-6,965
| -9% | -$416K | 0.02% | 308 |
|
|
2018
Q1 | $2.97M | Buy |
73,632
+20,326
| +38% | +$820K | 0.01% | 368 |
|
|
2017
Q4 | $2.8M | Sell |
53,306
-4,062
| -7% | -$213K | 0.01% | 373 |
|
|
2017
Q3 | $2.7M | Buy |
57,368
+4,075
| +8% | +$192K | 0.01% | 377 |
|
|
2017
Q2 | $1.89M | Sell |
53,293
-54,796
| -51% | -$1.94M | 0.01% | 452 |
|
|
2017
Q1 | $2.55M | Sell |
108,089
-53,975
| -33% | -$1.27M | 0.01% | 354 |
|
|
2016
Q4 | $2.17M | Buy |
162,064
+14,219
| +10% | +$190K | 0.01% | 382 |
|
|
2016
Q3 | $2.75M | Sell |
147,845
-48,595
| -25% | -$902K | 0.02% | 314 |
|
|
2016
Q2 | $2.41M | Buy |
196,440
+136,360
| +227% | +$1.67M | 0.02% | 301 |
|
|
2016
Q1 | $405K | Buy |
60,080
+27,900
| +87% | +$188K | ﹤0.01% | 836 |
|
|
2015
Q4 | $297K | Buy |
32,180
+29,480
| +1,092% | +$272K | ﹤0.01% | 986 |
|
|
2015
Q3 | $49K | Buy |
+2,700
| New | +$49K | ﹤0.01% | 2041 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$15K | – | 1628 |
|
|
2015
Q1 | $15K | Buy |
700
+200
| +40% | +$4.29K | ﹤0.01% | 2887 |
|
|
2014
Q4 | $14K | Buy |
500
+300
| +150% | +$8.4K | ﹤0.01% | 2870 |
|
|
2014
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3316 |
|
|
2014
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3300 |
|