United Capital Financial Advisors’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,622
| Closed | -$204K | – | 1072 |
|
|
2024
Q4 | $204K | Sell |
3,622
-240
| -6% | -$13.5K | ﹤0.01% | 1007 |
|
|
2024
Q3 | $263K | Buy |
+3,862
| New | +$263K | ﹤0.01% | 920 |
|
|
2022
Q4 | – | Sell |
-8,149
| Closed | -$265K | – | 1064 |
|
|
2022
Q3 | $265K | Buy |
+8,149
| New | +$265K | ﹤0.01% | 942 |
|
|
2021
Q3 | – | Sell |
-1,649
| Closed | -$205K | – | 1207 |
|
|
2021
Q2 | $205K | Sell |
1,649
-60
| -4% | -$7.46K | ﹤0.01% | 1151 |
|
|
2021
Q1 | $225K | Buy |
1,709
+9
| +0.5% | +$1.19K | ﹤0.01% | 1079 |
|
|
2020
Q4 | $225K | Buy |
+1,700
| New | +$225K | ﹤0.01% | 1085 |
|
|
2020
Q3 | – | Sell |
-7,092
| Closed | -$617K | – | 1169 |
|
|
2020
Q2 | $617K | Sell |
7,092
-259
| -4% | -$22.5K | ﹤0.01% | 792 |
|
|
2020
Q1 | $426K | Sell |
7,351
-8,811
| -55% | -$511K | ﹤0.01% | 867 |
|
|
2019
Q4 | $1.5M | Buy |
16,162
+488
| +3% | +$45.1K | 0.01% | 656 |
|
|
2019
Q3 | $1.42M | Sell |
15,674
-2,000
| -11% | -$181K | 0.01% | 648 |
|
|
2019
Q2 | $2.09M | Buy |
17,674
+1,011
| +6% | +$119K | 0.01% | 606 |
|
|
2019
Q1 | $1.44M | Sell |
16,663
-627
| -4% | -$54.3K | 0.01% | 673 |
|
|
2018
Q4 | $1.09M | Buy |
17,290
+776
| +5% | +$49K | 0.01% | 694 |
|
|
2018
Q3 | $1.3M | Buy |
+16,514
| New | +$1.3M | 0.01% | 705 |
|