IHT Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Buy	376,476 +112,945	+43%	+$749K	0.05%	345
2025 Q4	$2.07M	Buy	263,531 +5,356	+2%	+$42.2K	0.05%	333
2025 Q3	$2.1M	Sell	258,175 -5,630	-2%	-$37.4K	0.05%	323
2025 Q2	$1.23M	Buy	263,805 +1,000	+0.4%	+$4.58K	0.03%	442
2025 Q1	$1.44M	Sell	262,805 -7,355	-3%	-$29.7K	0.05%	366
2024 Q4	$916K	Sell	270,160 -6,725	-2%	-$21.6K	0.03%	483
2024 Q3	$789K	Sell	276,885 -19,450	-7%	-$50K	0.02%	570
2024 Q2	$667K	Sell	296,335 -2,032	-0.7%	-$4.09K	0.02%	549
2024 Q1	$659K	Buy	298,367 +18,975	+7%	+$49.1K	0.03%	546
2023 Q4	$657K	Sell	279,392 -5,000	-2%	-$9.23K	0.03%	513
2023 Q3	$529K	Buy	284,392 +2,950	+1%	+$6.76K	0.03%	534
2023 Q2	$737K	Hold	281,442	–	–	0.04%	419
2023 Q1	$459K	Sell	281,442 -15,425	-5%	-$19.3K	0.03%	530
2022 Q4	$395K	Sell	296,867 -38,420	-11%	-$54.2K	0.02%	559
2022 Q3	$523K	Sell	335,287 -2,100	-0.6%	-$3.47K	0.04%	443
2022 Q2	$520K	Buy	+337,387	New	+$712K	0.05%	381
2022 Q1	–	Sell	-342,897	Closed	-$1M	–	859
2021 Q4	$1M	Buy	342,897 +8,530	+3%	+$18.4K	0.07%	259
2021 Q3	$819K	Sell	334,367 -5,780	-2%	-$16.8K	0.07%	293
2021 Q2	$1.38M	Buy	340,147 +41,762	+14%	+$159K	0.09%	248
2021 Q1	$1.35M	Buy	298,385 +47,587	+19%	+$257K	0.1%	214
2020 Q4	$1.23M	Buy	250,798 +43,588	+21%	+$218K	0.1%	210
2020 Q3	$1.23M	Buy	207,210 +44,905	+28%	+$180K	0.12%	174
2020 Q2	$432K	Buy	162,305 +27,050	+20%	+$94.2K	0.06%	317
2020 Q1	$264K	Buy	135,255 +44,580	+49%	+$192K	0.04%	424
2019 Q4	$639K	Buy	90,675 +33,647	+59%	+$278K	0.08%	281
2019 Q3	$561K	Buy	57,028 +16,114	+39%	+$181K	0.08%	296
2019 Q2	$468K	Buy	40,914 +23,994	+142%	+$252K	0.07%	298
2019 Q1	$170K	Buy	+16,920	New	+$217K	0.03%	477