Buck Wealth Strategies’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
11,964
+4,964
| +71% | +$219K | 0.08% | 97 |
|
|
2025
Q1 | $258K | Sell |
7,000
-1,500
| -18% | -$55.4K | 0.05% | 111 |
|
|
2024
Q4 | $283K | Hold |
8,500
| – | – | 0.06% | 76 |
|
|
2024
Q3 | $221K | Buy |
+8,500
| New | +$221K | 0.07% | 68 |
|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$240K | – | 84 |
|
|
2023
Q4 | $240K | Hold |
10,000
| – | – | 0.09% | 60 |
|
|
2023
Q3 | $219K | Hold |
10,000
| – | – | 0.09% | 61 |
|
|
2023
Q2 | $191K | Hold |
10,000
| – | – | 0.08% | 36 |
|
|
2023
Q1 | $194K | Buy |
+10,000
| New | +$194K | 0.09% | 36 |
|
|
2022
Q3 | $219K | Buy |
+10,000
| New | +$219K | 0.1% | 51 |
|