LGT Financial Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-784
| Closed | -$26.1K | – | 446 |
|
|
2024
Q4 | $26.1K | Hold |
784
| – | – | 0.06% | 253 |
|
|
2024
Q3 | $20.3K | Hold |
784
| – | – | 0.05% | 273 |
|
|
2024
Q2 | $17.6K | Hold |
784
| – | – | 0.04% | 333 |
|
|
2024
Q1 | $18.6K | Hold |
784
| – | – | 0.02% | 372 |
|
|
2023
Q4 | $18.8K | Hold |
784
| – | – | 0.02% | 362 |
|
|
2023
Q3 | $17.1K | Buy |
+784
| New | +$17.1K | 0.02% | 377 |
|