GeoWealth Management’s Exact Sciences EXAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,785
Closed -$100K 1287
2024
Q4
$100K Sell
1,785
-48
-3% -$2.7K ﹤0.01% 966
2024
Q3
$125K Buy
+1,833
New +$125K ﹤0.01% 842