Carson Wealth (CWM LLC)’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.21M | Buy |
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|
2025
Q2 | $6.63M | Buy |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $899K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $93K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $85K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $85K | Hold |
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|
2019
Q4 | $85K | Hold |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $85K | Hold |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $89K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $4K | Buy |
|