WLPWM
Walled Lake Planning & Wealth Management’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
5,950
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $258K | Hold |
5,950
| – | – | 0.09% | 112 |
|
|
2024
Q4 | $334K | Hold |
5,950
| – | – | 0.12% | 96 |
|
|
2024
Q3 | $405K | Hold |
5,950
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $251K | Hold |
5,950
| – | – | 0.1% | 101 |
|
|
2024
Q1 | $411K | Buy |
+5,950
| New | +$411K | 0.17% | 67 |
|
|
2022
Q2 | – | Sell |
-3,420
| Closed | -$239K | – | 82 |
|
|
2022
Q1 | $239K | Hold |
3,420
| – | – | 0.14% | 75 |
|
|
2021
Q4 | $266K | Hold |
3,420
| – | – | 0.15% | 78 |
|
|
2021
Q3 | $326K | Hold |
3,420
| – | – | 0.2% | 54 |
|
|
2021
Q2 | $425K | Hold |
3,420
| – | – | 0.28% | 46 |
|
|
2021
Q1 | $451K | Hold |
3,420
| – | – | 0.31% | 45 |
|
|
2020
Q4 | $453K | Hold |
3,420
| – | – | 0.34% | 42 |
|
|
2020
Q3 | $349K | Hold |
3,420
| – | – | 0.28% | 45 |
|
|
2020
Q2 | $297K | Hold |
3,420
| – | – | 0.25% | 44 |
|
|
2020
Q1 | $198K | Buy |
3,420
+1,000
| +41% | +$57.9K | 0.18% | 60 |
|
|
2019
Q4 | $224K | Buy |
+2,420
| New | +$224K | 0.16% | 60 |
|