IHT Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
263,805
+1,000
| +0.4% | +$4.67K | 0.03% | 442 |
|
|
2025
Q1 | $1.44M | Sell |
262,805
-7,355
| -3% | -$40.4K | 0.05% | 366 |
|
|
2024
Q4 | $916K | Sell |
270,160
-6,725
| -2% | -$22.8K | 0.03% | 483 |
|
|
2024
Q3 | $789K | Sell |
276,885
-19,450
| -7% | -$55.4K | 0.02% | 570 |
|
|
2024
Q2 | $667K | Sell |
296,335
-2,032
| -0.7% | -$4.57K | 0.02% | 549 |
|
|
2024
Q1 | $659K | Buy |
298,367
+18,975
| +7% | +$41.9K | 0.03% | 546 |
|
|
2023
Q4 | $657K | Sell |
279,392
-5,000
| -2% | -$11.8K | 0.03% | 513 |
|
|
2023
Q3 | $529K | Buy |
284,392
+2,950
| +1% | +$5.49K | 0.03% | 534 |
|
|
2023
Q2 | $737K | Hold |
281,442
| – | – | 0.04% | 419 |
|
|
2023
Q1 | $459K | Sell |
281,442
-15,425
| -5% | -$25.1K | 0.03% | 530 |
|
|
2022
Q4 | $395K | Sell |
296,867
-38,420
| -11% | -$51.1K | 0.02% | 559 |
|
|
2022
Q3 | $523K | Sell |
335,287
-2,100
| -0.6% | -$3.28K | 0.04% | 443 |
|
|
2022
Q2 | $520K | Buy |
+337,387
| New | +$520K | 0.05% | 381 |
|
|
2022
Q1 | – | Sell |
-342,897
| Closed | -$1.01M | – | 859 |
|
|
2021
Q4 | $1.01M | Buy |
342,897
+8,530
| +3% | +$25K | 0.07% | 259 |
|
|
2021
Q3 | $819K | Sell |
334,367
-5,780
| -2% | -$14.2K | 0.07% | 293 |
|
|
2021
Q2 | $1.38M | Buy |
340,147
+41,762
| +14% | +$170K | 0.09% | 248 |
|
|
2021
Q1 | $1.35M | Buy |
298,385
+47,587
| +19% | +$215K | 0.1% | 214 |
|
|
2020
Q4 | $1.23M | Buy |
250,798
+43,588
| +21% | +$214K | 0.1% | 210 |
|
|
2020
Q3 | $1.23M | Buy |
207,210
+44,905
| +28% | +$266K | 0.12% | 174 |
|
|
2020
Q2 | $432K | Buy |
162,305
+27,050
| +20% | +$72K | 0.06% | 317 |
|
|
2020
Q1 | $264K | Buy |
135,255
+44,580
| +49% | +$87K | 0.04% | 424 |
|
|
2019
Q4 | $639K | Buy |
90,675
+33,647
| +59% | +$237K | 0.08% | 281 |
|
|
2019
Q3 | $561K | Buy |
57,028
+16,114
| +39% | +$159K | 0.08% | 296 |
|
|
2019
Q2 | $468K | Buy |
40,914
+23,994
| +142% | +$274K | 0.07% | 298 |
|
|
2019
Q1 | $170K | Buy |
+16,920
| New | +$170K | 0.03% | 477 |
|