Global Retirement Partners’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74.7K | Buy |
+1,695
| New | +$74.7K | ﹤0.01% | 1564 |
|
2024
Q4 | $3.56K | Buy |
107
+13
| +14% | +$433 | ﹤0.01% | 2843 |
|
2024
Q3 | $2.44K | Buy |
94
+16
| +21% | +$415 | ﹤0.01% | 2867 |
|
2024
Q2 | $1.75K | Buy |
78
+17
| +28% | +$382 | ﹤0.01% | 3009 |
|
2024
Q1 | $1.45K | Buy |
61
+38
| +165% | +$902 | ﹤0.01% | 2866 |
|
2023
Q4 | $518 | Buy |
23
+10
| +77% | +$225 | ﹤0.01% | 3074 |
|
2023
Q3 | $283 | Buy |
+13
| New | +$283 | ﹤0.01% | 3074 |
|
2022
Q3 | – | Sell |
-15
| Closed | – | – | 2769 |
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 2729 |
|
2022
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 2664 |
|
2020
Q2 | – | Sell |
-849
| Closed | -$15K | – | 1637 |
|
2020
Q1 | $15K | Hold |
849
| – | – | ﹤0.01% | 887 |
|
2019
Q4 | $15K | Hold |
849
| – | – | ﹤0.01% | 1037 |
|
2019
Q3 | $15K | Hold |
849
| – | – | ﹤0.01% | 1005 |
|
2019
Q2 | $18K | Sell |
849
-66
| -7% | -$1.4K | ﹤0.01% | 939 |
|
2019
Q1 | $22K | Hold |
915
| – | – | 0.01% | 787 |
|
2018
Q4 | $18K | Hold |
915
| – | – | ﹤0.01% | 783 |
|
2018
Q3 | $16K | Sell |
915
-795
| -46% | -$13.9K | ﹤0.01% | 894 |
|
2018
Q2 | $37K | Buy |
+1,710
| New | +$37K | 0.01% | 615 |
|