GeoWealth Management’s Exelixis EXEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-896	Closed	-$29.8K	–	1288
2024 Q4	$29.8K	Sell	896 -96	-10%	-$3.2K	﹤0.01%	1290
2024 Q3	$25.7K	Buy	+992	New	+$25.7K	﹤0.01%	1236