IFP Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
40,049
+6,812
| +20% | +$300K | 0.05% | 386 |
|
|
2025
Q1 | $1.23M | Buy |
33,237
+16,708
| +101% | +$617K | 0.04% | 504 |
|
|
2024
Q4 | $550K | Buy |
16,529
+4,110
| +33% | +$137K | 0.02% | 700 |
|
|
2024
Q3 | $322K | Buy |
12,419
+10,366
| +505% | +$269K | 0.01% | 869 |
|
|
2024
Q2 | $46.1K | Buy |
2,053
+1,975
| +2,532% | +$44.4K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $1.85K | Buy |
78
+25
| +47% | +$593 | ﹤0.01% | 2719 |
|
|
2023
Q4 | $1.27K | Hold |
53
| – | – | ﹤0.01% | 2776 |
|
|
2023
Q3 | $1.16K | Hold |
53
| – | – | ﹤0.01% | 2969 |
|
|
2023
Q2 | $1.01K | Sell |
53
-10,027
| -99% | -$192K | ﹤0.01% | 3078 |
|
|
2023
Q1 | $207K | Sell |
10,080
-888
| -8% | -$18.3K | 0.01% | 934 |
|
|
2022
Q4 | $228K | Sell |
10,968
-377
| -3% | -$7.84K | 0.01% | 1292 |
|
|
2022
Q3 | $237K | Buy |
11,345
+600
| +6% | +$12.5K | 0.01% | 1308 |
|
|
2022
Q2 | $223K | Hold |
10,745
| – | – | 0.01% | 1221 |
|
|
2022
Q1 | $223K | Buy |
10,745
+1,670
| +18% | +$34.7K | 0.01% | 1221 |
|
|
2021
Q4 | $166K | Buy |
9,075
+1,674
| +23% | +$30.6K | ﹤0.01% | 1027 |
|
|
2021
Q3 | $157K | Sell |
7,401
-218
| -3% | -$4.63K | ﹤0.01% | 1049 |
|
|
2021
Q2 | $139K | Sell |
7,619
-5
| -0.1% | -$91 | ﹤0.01% | 1081 |
|
|
2021
Q1 | $173K | Buy |
7,624
+1,061
| +16% | +$24.1K | ﹤0.01% | 908 |
|
|
2020
Q4 | $132K | Buy |
6,563
+303
| +5% | +$6.09K | 0.01% | 995 |
|
|
2020
Q3 | $151K | Sell |
6,260
-99
| -2% | -$2.39K | 0.01% | 810 |
|
|
2020
Q2 | $146K | Sell |
6,359
-42
| -0.7% | -$964 | 0.01% | 787 |
|
|
2020
Q1 | $110K | Buy |
6,401
+144
| +2% | +$2.48K | 0.01% | 783 |
|
|
2019
Q4 | $112K | Sell |
6,257
-307
| -5% | -$5.5K | 0.01% | 884 |
|
|
2019
Q3 | $118K | Buy |
+6,564
| New | +$118K | 0.01% | 984 |
|
|
2019
Q1 | $177K | Buy |
7,377
+3,140
| +74% | +$75.3K | 0.02% | 503 |
|
|
2018
Q4 | $82K | Buy |
4,237
+2,767
| +188% | +$53.6K | 0.01% | 1296 |
|
|
2018
Q3 | $26K | Buy |
1,470
+175
| +14% | +$3.1K | ﹤0.01% | 2285 |
|
|
2018
Q2 | $28K | Sell |
1,295
-2,048
| -61% | -$44.3K | ﹤0.01% | 2238 |
|
|
2018
Q1 | $101K | Buy |
3,343
+1,000
| +43% | +$30.2K | ﹤0.01% | 1379 |
|
|
2017
Q4 | $71K | Sell |
2,343
-150
| -6% | -$4.55K | ﹤0.01% | 1589 |
|
|
2017
Q3 | $60K | Buy |
2,493
+1,493
| +149% | +$35.9K | ﹤0.01% | 1864 |
|
|
2017
Q2 | $25K | Sell |
1,000
-550
| -35% | -$13.8K | ﹤0.01% | 2418 |
|
|
2017
Q1 | $34K | Sell |
1,550
-150
| -9% | -$3.29K | ﹤0.01% | 2144 |
|
|
2016
Q4 | $25K | Buy |
1,700
+650
| +62% | +$9.56K | ﹤0.01% | 2287 |
|
|
2016
Q3 | $13K | Hold |
1,050
| – | – | ﹤0.01% | 2652 |
|
|
2016
Q2 | $8K | Sell |
1,050
-6,327
| -86% | -$48.2K | ﹤0.01% | 2849 |
|
|
2016
Q1 | $177K | Buy |
7,377
+6,327
| +603% | +$152K | 0.02% | 503 |
|
|
2015
Q4 | $6K | Buy |
+1,050
| New | +$6K | ﹤0.01% | 2838 |
|