Berry Wealth Group’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
5,044
+16
+0.3% +$701 0.15% 94
2025
Q1
$237K Sell
5,028
-1,104
-18% -$52.1K 0.19% 82
2024
Q4
$272K Sell
6,132
-2,765
-31% -$123K 0.2% 68
2024
Q3
$339K Buy
8,897
+1,353
+18% +$51.6K 0.24% 53
2024
Q2
$237K Buy
7,544
+868
+13% +$27.2K 0.19% 68
2024
Q1
$212K Buy
+6,676
New +$212K 0.18% 77