JFS Wealth 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 | $9.48K | Buy |
215
+17
| +9% | +$749 | ﹤0.01% | 882 |
|
|
2025
Q1 | $7.31K | Buy |
198
+8
| +4% | +$295 | ﹤0.01% | 985 |
|
|
2024
Q4 | $6.33K | Hold |
190
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q3 | $4.93K | Buy |
190
+6
| +3% | +$156 | ﹤0.01% | 1126 |
|
|
2024
Q2 | $4.14K | Hold |
184
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q1 | $4.37K | Hold |
184
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q4 | $4.42K | Hold |
184
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q3 | $4.02K | Hold |
184
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q2 | $3.52K | Buy |
184
+14
| +8% | +$268 | ﹤0.01% | 1169 |
|
|
2023
Q1 | $3.3K | Buy |
170
+49
| +40% | +$951 | ﹤0.01% | 1160 |
|
|
2022
Q4 | $1.94K | Buy |
121
+45
| +59% | +$722 | ﹤0.01% | 1385 |
|
|
2022
Q3 | $1K | Sell |
76
-71
| -48% | -$934 | ﹤0.01% | 1543 |
|
|
2022
Q2 | $3K | Sell |
147
-3
| -2% | -$61 | ﹤0.01% | 1173 |
|
|
2022
Q1 | $3K | Buy |
150
+94
| +168% | +$1.88K | ﹤0.01% | 1234 |
|
|
2021
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1340 |
|