Bartlett & Co Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
500
-500
| -50% | -$22K | ﹤0.01% | 796 |
|
|
2025
Q1 | $36.9K | Buy |
+1,000
| New | +$36.9K | ﹤0.01% | 712 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$219 | – | 983 |
|
|
2021
Q2 | $219 | Hold |
12
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q1 | $271 | Hold |
12
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q4 | $241 | Buy |
+12
| New | +$241 | ﹤0.01% | 1188 |
|