Cerity Partners’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Sell |
147,319
-20,596
| -12% | -$908K | 0.01% | 700 |
|
|
2025
Q1 | $6.2M | Buy |
167,915
+94,031
| +127% | +$3.47M | 0.01% | 652 |
|
|
2024
Q4 | $2.41M | Buy |
73,884
+45,890
| +164% | +$1.5M | 0.01% | 1020 |
|
|
2024
Q3 | $726K | Buy |
27,994
+15,777
| +129% | +$409K | ﹤0.01% | 1570 |
|
|
2024
Q2 | $275K | Sell |
12,217
-9,656
| -44% | -$217K | ﹤0.01% | 1868 |
|
|
2024
Q1 | $519K | Buy |
+21,873
| New | +$519K | ﹤0.01% | 1581 |
|