Perigon Wealth 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
Q2 | $523K | Buy |
9,838
+1,339
| +16% | +$71.2K | 0.01% | 655 |
|
|
2025
Q1 | $368K | Buy |
8,499
+63
| +0.7% | +$2.73K | 0.01% | 734 |
|
|
2024
Q4 | $426K | Buy |
8,436
+264
| +3% | +$13.3K | 0.01% | 684 |
|
|
2024
Q3 | $557K | Buy |
8,172
+149
| +2% | +$10.2K | 0.01% | 581 |
|
|
2024
Q2 | $339K | Sell |
8,023
-493
| -6% | -$20.8K | 0.01% | 644 |
|
|
2024
Q1 | $588K | Buy |
8,516
+175
| +2% | +$12.1K | 0.02% | 494 |
|
|
2023
Q4 | $617K | Sell |
8,341
-160
| -2% | -$11.8K | 0.02% | 443 |
|
|
2023
Q3 | $580K | Buy |
8,501
+245
| +3% | +$16.7K | 0.02% | 410 |
|
|
2023
Q2 | $775K | Buy |
8,256
+168
| +2% | +$15.8K | 0.03% | 363 |
|
|
2023
Q1 | $548K | Sell |
8,088
-164
| -2% | -$11.1K | 0.03% | 377 |
|
|
2022
Q4 | $409K | Buy |
8,252
+421
| +5% | +$20.8K | 0.03% | 433 |
|
|
2022
Q3 | $254K | Sell |
7,831
-24
| -0.3% | -$778 | 0.02% | 469 |
|
|
2022
Q2 | $309K | Buy |
+7,855
| New | +$309K | 0.03% | 424 |
|
|
2021
Q2 | – | Sell |
-4,865
| Closed | -$641K | – | 516 |
|
|
2021
Q1 | $641K | Buy |
4,865
+3,498
| +256% | +$461K | 0.07% | 248 |
|
|
2020
Q4 | $181K | Buy |
+1,367
| New | +$181K | 0.02% | 412 |
|
|
2018
Q2 | – | Sell |
-314
| Closed | -$13K | – | 357 |
|
|
2018
Q1 | $13K | Buy |
314
+284
| +947% | +$11.8K | ﹤0.01% | 485 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 569 |
|
|
2017
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 615 |
|