Operose Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,575
| Closed | -$160K | – | 612 |
|
|
2025
Q4 | $160K | Sell |
1,575
-5,674
| -78% | -$456K | 0.04% | 173 |
|
|
2025
Q3 | $397K | Buy |
7,249
+393
| +6% | +$19.6K | 0.1% | 92 |
|
|
2025
Q2 | $364K | Hold |
6,856
| – | – | 0.1% | 88 |
|
|
2025
Q1 | $297K | Buy |
6,856
+892
| +15% | +$45.2K | 0.1% | 100 |
|
|
2024
Q4 | $335K | Buy |
5,964
+189
| +3% | +$11.8K | 0.11% | 95 |
|
|
2024
Q3 | $393K | Buy |
5,775
+289
| +5% | +$16.3K | 0.13% | 97 |
|
|
2024
Q2 | $232K | Hold |
5,486
| – | – | 0.08% | 121 |
|
|
2024
Q1 | $379K | Hold |
5,486
| – | – | 0.13% | 108 |
|
|
2023
Q4 | $406K | Hold |
5,486
| – | – | 0.16% | 69 |
|
|
2023
Q3 | $374K | Hold |
5,486
| – | – | 0.15% | 66 |
|
|
2023
Q2 | $515K | Sell |
5,486
-186
| -3% | -$14.5K | 0.23% | 43 |
|
|
2023
Q1 | $385K | Sell |
5,672
-1,000
| -15% | -$64.3K | 0.19% | 39 |
|
|
2022
Q4 | $330K | Buy |
6,672
+5,486
| +463% | +$224K | 0.18% | 47 |
|
|
2022
Q3 | $39K | Hold |
1,186
| – | – | 0.03% | 164 |
|
|
2022
Q2 | $47K | Buy |
1,186
+186
| +19% | +$9.95K | 0.03% | 142 |
|
|
2022
Q1 | $70K | Hold |
1,000
| – | – | 0.05% | 125 |
|
|
2021
Q4 | $78K | Buy |
+1,000
| New | +$88.3K | 0.06% | 108 |
|
Other funds holding EXAS
PRS
PWMAG
IA
HNB