Creative Planning’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 | $4.56M | Buy |
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|
2025
Q2 | $3.85M | Buy |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $2.53M | Sell |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $1.98M | Sell |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $3.93M | Sell |
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|
2019
Q2 | $4.98M | Buy |
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|
2019
Q1 | $4.68M | Sell |
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|
2018
Q4 | $4.92M | Sell |
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|
2018
Q3 | $5.25M | Buy |
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|
2018
Q2 | $2.15M | Sell |
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|
2018
Q1 | $2.53M | Buy |
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|
2017
Q4 | $3.29M | Buy |
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|
2017
Q3 | $2.24M | Sell |
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|
2017
Q2 | $2.28M | Buy |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $413K | Buy |
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|
2016
Q1 | $189K | Sell |
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|
2015
Q4 | $441K | Buy |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | $186K | Buy |
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|
2015
Q1 | $112K | Sell |
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|
2014
Q4 | $64K | Sell |
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|
2014
Q3 | $95K | Buy |
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|
2014
Q2 | $139K | Sell |
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|
2014
Q1 | $147K | Buy |
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|
2013
Q4 | $23K | Sell |
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|
2013
Q3 | $38K | Buy |
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|
2013
Q2 | $18K | Buy |
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