Strategic Wealth Partners’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
2025
Q4
$375K Sell
2025
Q3
$205K Hold
2025
Q2
$199K Buy
2024
Q4
Sell
2024
Q3
$255K Buy
2024
Q2
Sell
2024
Q1
$271K Buy
2023
Q4
$281K Hold
2023
Q3
$259K Sell
2023
Q2
$361K Buy
2021
Q1
Sell
2020
Q4
$737K Sell
2020
Q3
$569K Buy
2020
Q2
$221K Buy
2019
Q4
Sell
2019
Q3
$5 Buy