Accretive Wealth Partners’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Hold |
10,150
| – | – | 0.15% | 109 |
|
|
2025
Q1 | $374K | Sell |
10,150
-650
| -6% | -$24K | 0.13% | 117 |
|
|
2024
Q4 | $360K | Sell |
10,800
-800
| -7% | -$26.6K | 0.15% | 112 |
|
|
2024
Q3 | $301K | Hold |
11,600
| – | – | 0.13% | 117 |
|
|
2024
Q2 | $261K | Hold |
11,600
| – | – | 0.11% | 124 |
|
|
2024
Q1 | $254K | Buy |
+11,600
| New | +$254K | 0.11% | 125 |
|