Bell Investment Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Buy |
303
+76
| +33% | +$3.35K | ﹤0.01% | 562 |
|
|
2025
Q1 | $8.38K | Hold |
227
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $7.56K | Buy |
227
+68
| +43% | +$2.27K | ﹤0.01% | 722 |
|
|
2024
Q3 | $4.13K | Sell |
159
-25
| -14% | -$649 | ﹤0.01% | 1040 |
|
|
2024
Q2 | $4.14K | Sell |
184
-22
| -11% | -$494 | ﹤0.01% | 1015 |
|
|
2024
Q1 | $4.89K | Buy |
206
+22
| +12% | +$522 | ﹤0.01% | 932 |
|
|
2023
Q4 | $4.42K | Hold |
184
| – | – | ﹤0.01% | 947 |
|
|
2023
Q3 | $4.02K | Buy |
184
+63
| +52% | +$1.38K | ﹤0.01% | 917 |
|
|
2023
Q2 | $2.31K | Hold |
121
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q1 | $2.35K | Buy |
121
+31
| +34% | +$602 | ﹤0.01% | 1177 |
|
|
2022
Q4 | $1.44K | Buy |
90
+30
| +50% | +$481 | ﹤0.01% | 1447 |
|
|
2022
Q3 | $1K | Buy |
60
+37
| +161% | +$617 | ﹤0.01% | 1397 |
|
|
2022
Q2 | $0 | Buy |
+23
| New | – | ﹤0.01% | 1757 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$1K | – | 1834 |
|
|
2021
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1367 |
|