BCWM
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Bartlett & Co Wealth Management’s Exelixis EXEL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$21.9K – 1311
2025
Q4 		$21.9K Sell
500
-1,000
-67% -$41.4K ﹤0.01% 807
2025
Q3 		$62K Buy
1,500
+1,000
+200% +$40.2K ﹤0.01% 633
2025
Q2 		$22K Sell
500
-500
-50% -$20K ﹤0.01% 796
2025
Q1 		$36.9K Buy
+1,000
New +$35.6K ﹤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 +$251 ﹤0.01% 1188

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