Walled Lake Planning & Wealth Management’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $405K | Hold |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $411K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $451K | Hold |
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|
2020
Q4 | $453K | Hold |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $198K | Buy |
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|
2019
Q4 | $224K | Buy |
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