EWA
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EP Wealth Advisors’s Exelixis EXEL Stock Holding History

EP Wealth Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$853K Sell
19,354
-410
-2% -$18.1K 0.01% 606
2025
Q1 		$730K Buy
19,764
+6,570
+50% +$243K 0.01% 581
2024
Q4 		$439K Buy
13,194
+1,390
+12% +$46.3K ﹤0.01% 734
2024
Q3 		$306K Buy
+11,804
New +$306K ﹤0.01% 851