Walkner Condon 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
Q2 | $487K | Buy |
9,572
+142
| +2% | +$7.22K | 0.09% | 163 |
|
|
2025
Q1 | $418K | Buy |
9,430
+913
| +11% | +$40.5K | 0.08% | 175 |
|
|
2024
Q4 | $447K | Buy |
8,517
+534
| +7% | +$28K | 0.09% | 174 |
|
|
2024
Q3 | $467K | Sell |
7,983
-458
| -5% | -$26.8K | 0.1% | 164 |
|
|
2024
Q2 | $357K | Sell |
8,441
-3,840
| -31% | -$162K | 0.08% | 178 |
|
|
2024
Q1 | $848K | Buy |
12,281
+1,386
| +13% | +$95.7K | 0.18% | 107 |
|
|
2023
Q4 | $806K | Sell |
10,895
-526
| -5% | -$38.9K | 0.18% | 109 |
|
|
2023
Q3 | $779K | Sell |
11,421
-901
| -7% | -$61.5K | 0.21% | 101 |
|
|
2023
Q2 | $1.16M | Sell |
12,322
-1,530
| -11% | -$144K | 0.31% | 72 |
|
|
2023
Q1 | $939K | Buy |
13,852
+865
| +7% | +$58.7K | 0.26% | 85 |
|
|
2022
Q4 | $643K | Buy |
12,987
+367
| +3% | +$18.2K | 0.19% | 101 |
|
|
2022
Q3 | $410K | Buy |
12,620
+169
| +1% | +$5.49K | 0.13% | 136 |
|
|
2022
Q2 | $490K | Sell |
12,451
-52
| -0.4% | -$2.05K | 0.15% | 119 |
|
|
2022
Q1 | $874K | Buy |
+12,503
| New | +$874K | 0.25% | 83 |
|
|
2021
Q4 | – | Sell |
-2,679
| Closed | -$257K | – | 132 |
|
|
2021
Q3 | $257K | Buy |
2,679
+485
| +22% | +$46.5K | 0.13% | 122 |
|
|
2021
Q2 | $273K | Buy |
2,194
+170
| +8% | +$21.2K | 0.1% | 140 |
|
|
2021
Q1 | $267K | Buy |
2,024
+485
| +32% | +$64K | 0.1% | 143 |
|
|
2020
Q4 | $204K | Buy |
+1,539
| New | +$204K | 0.09% | 134 |
|