Clearstead Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
2,387
+217
| +10% | +$9.56K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $80.1K | Buy |
2,170
+1,090
| +101% | +$40.2K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $36K | Buy |
1,080
+660
| +157% | +$22K | ﹤0.01% | 1234 |
|
|
2024
Q3 | $10.9K | Hold |
420
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q2 | $9.44K | Hold |
420
| – | – | ﹤0.01% | 1553 |
|
|
2024
Q1 | $8.93K | Buy |
+420
| New | +$8.93K | ﹤0.01% | 1071 |
|