Concurrent Investment 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
$825K Buy
18,726
+6,344
+51% +$280K 0.02% 653
2025
Q1
$457K Buy
+12,382
New +$457K 0.01% 768