Laurel Wealth Advisors (North Carolina)’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,000
| Closed | -$131K | – | 342 |
|
|
2025
Q4 | $131K | Buy |
+3,000
| New | +$124K | 0.02% | 222 |
|
|
2025
Q2 | – | Sell |
-3,000
| Closed | -$111K | – | 345 |
|
|
2025
Q1 | $111K | Hold |
3,000
| – | – | 0.02% | 232 |
|
|
2024
Q4 | $99.9K | Hold |
3,000
| – | – | 0.02% | 237 |
|
|
2024
Q3 | $77.8K | Hold |
3,000
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $67.4K | Hold |
3,000
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $71.2K | Hold |
3,000
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $72K | Hold |
3,000
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $65.5K | Hold |
3,000
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $57.3K | Hold |
3,000
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $58.2K | Hold |
3,000
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $48.1K | Hold |
3,000
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $47K | Hold |
3,000
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $62K | Hold |
3,000
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $68K | Hold |
3,000
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $55K | Hold |
3,000
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $63K | Hold |
3,000
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $55K | Hold |
3,000
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $68K | Hold |
3,000
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $60K | Hold |
3,000
| – | – | 0.02% | 241 |
|
|
2020
Q3 | $73K | Hold |
3,000
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $71K | Hold |
3,000
| – | – | 0.02% | 203 |
|
|
2020
Q1 | $52K | Hold |
3,000
| – | – | 0.02% | 221 |
|
|
2019
Q4 | $53K | Hold |
3,000
| – | – | 0.02% | 236 |
|
|
2019
Q3 | $53K | Hold |
3,000
| – | – | 0.02% | 232 |
|
|
2019
Q2 | $64K | Hold |
3,000
| – | – | 0.02% | 213 |
|
|
2019
Q1 | $71K | Hold |
3,000
| – | – | 0.03% | 204 |
|
|
2018
Q4 | $59K | Buy |
+3,000
| New | +$53.5K | 0.02% | 205 |
|
Other funds holding EXEL
FCM
VPM
VCM