HB Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Sell |
19,470
-4,015
| -17% | -$177K | 0.01% | 563 |
|
|
2025
Q1 | $867K | Buy |
23,485
+2,549
| +12% | +$94.1K | 0.01% | 568 |
|
|
2024
Q4 | $697K | Buy |
20,936
+4,394
| +27% | +$146K | 0.01% | 512 |
|
|
2024
Q3 | $429K | Sell |
16,542
-3,457
| -17% | -$89.7K | ﹤0.01% | 638 |
|
|
2024
Q2 | $449K | Buy |
19,999
+150
| +0.8% | +$3.37K | 0.01% | 568 |
|
|
2024
Q1 | $471K | Sell |
19,849
-544
| -3% | -$12.9K | 0.01% | 517 |
|
|
2023
Q4 | $489K | Buy |
20,393
+311
| +2% | +$7.46K | 0.01% | 472 |
|
|
2023
Q3 | $439K | Buy |
20,082
+315
| +2% | +$6.88K | 0.01% | 466 |
|
|
2023
Q2 | $378K | Sell |
19,767
-5,683
| -22% | -$109K | 0.01% | 491 |
|
|
2023
Q1 | $494K | Buy |
25,450
+82
| +0.3% | +$1.59K | 0.01% | 416 |
|
|
2022
Q4 | $407K | Buy |
25,368
+5,293
| +26% | +$84.9K | 0.01% | 444 |
|
|
2022
Q3 | $315K | Sell |
20,075
-1,330
| -6% | -$20.9K | 0.01% | 427 |
|
|
2022
Q2 | $446K | Buy |
+21,405
| New | +$446K | 0.01% | 364 |
|