Montag & Associates’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
$851 Hold
16
﹤0.01% 915
2025
Q1
$693 Hold
16
﹤0.01% 975
2024
Q4
$900 Sell
16
-10
-38% -$563 ﹤0.01% 962
2024
Q3
$1.77K Buy
26
+10
+63% +$682 ﹤0.01% 930
2024
Q2
$676 Sell
16
-22
-58% -$930 ﹤0.01% 960
2024
Q1
$2.63K Hold
38
﹤0.01% 853
2023
Q4
$2.81K Hold
38
﹤0.01% 851
2023
Q3
$2.59K Hold
38
﹤0.01% 839
2023
Q2
$3.57K Sell
38
-2
-5% -$188 ﹤0.01% 832
2023
Q1
$2.71K Hold
40
﹤0.01% 847
2022
Q4
$1.98K Buy
40
+24
+150% +$1.19K ﹤0.01% 867
2022
Q3
$1K Hold
16
﹤0.01% 833
2022
Q2
$1K Sell
16
-19
-54% -$1.19K ﹤0.01% 790
2022
Q1
$2K Hold
35
﹤0.01% 782
2021
Q4
$3K Hold
35
﹤0.01% 783
2021
Q3
$3K Sell
35
-20
-36% -$1.71K ﹤0.01% 780
2021
Q2
$7K Sell
55
-1,188
-96% -$151K ﹤0.01% 752
2021
Q1
$164K Buy
1,243
+920
+285% +$121K 0.01% 414
2020
Q4
$43K Buy
+323
New +$43K ﹤0.01% 554