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Forum Financial Management’s Exelixis EXEL Stock Holding History

Forum Financial Management’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 		$420K Buy
9,535
+2,261
+31% +$99.7K 0.01% 482
2025
Q1 		$269K Buy
7,274
+30
+0.4% +$1.11K ﹤0.01% 650
2024
Q4 		$241K Buy
+7,244
New +$241K ﹤0.01% 749