Chicago Partners Investment Group’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $331K | Buy |
+7,297
| New | +$331K | 0.01% | 790 |
|
2025
Q1 | – | Sell |
-7,156
| Closed | -$247K | – | 947 |
|
2024
Q4 | $247K | Buy |
+7,156
| New | +$247K | 0.01% | 735 |
|
2018
Q4 | – | Sell |
-3,245
| Closed | -$44K | – | 514 |
|
2018
Q3 | $44K | Buy |
3,245
+1,200
| +59% | +$16.3K | 0.01% | 540 |
|
2018
Q2 | $44K | Buy |
2,045
+945
| +86% | +$20.3K | 0.01% | 511 |
|
2018
Q1 | $24K | Hold |
1,100
| – | – | ﹤0.01% | 585 |
|
2017
Q4 | $33K | Buy |
+1,100
| New | +$33K | 0.01% | 522 |
|