EverSource Wealth Advisors’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
7,535
+4,146
| +122% | +$183K | 0.02% | 625 |
|
|
2025
Q1 | $125K | Buy |
3,389
+120
| +4% | +$4.43K | 0.01% | 829 |
|
|
2024
Q4 | $109K | Buy |
3,269
+947
| +41% | +$31.5K | 0.01% | 875 |
|
|
2024
Q3 | $60.3K | Buy |
2,322
+95
| +4% | +$2.47K | ﹤0.01% | 987 |
|
|
2024
Q2 | $52.2K | Sell |
2,227
-426
| -16% | -$9.99K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $62.2K | Sell |
2,653
-87
| -3% | -$2.04K | ﹤0.01% | 886 |
|
|
2023
Q4 | $65.7K | Sell |
2,740
-448
| -14% | -$10.7K | 0.01% | 794 |
|
|
2023
Q3 | $69.7K | Sell |
3,188
-563
| -15% | -$12.3K | 0.01% | 701 |
|
|
2023
Q2 | $71.7K | Buy |
3,751
+1,508
| +67% | +$28.8K | 0.01% | 701 |
|
|
2023
Q1 | $43.5K | Buy |
2,243
+710
| +46% | +$13.8K | 0.01% | 832 |
|
|
2022
Q4 | $24.6K | Sell |
1,533
-14,960
| -91% | -$240K | ﹤0.01% | 1002 |
|
|
2022
Q3 | $259K | Buy |
+16,493
| New | +$259K | 0.06% | 260 |
|