Mark Sheptoff Financial Planning’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Buy |
550
+250
| +83% | +$11K | 0.01% | 252 |
|
|
2025
Q1 | $11.1K | Buy |
+300
| New | +$11.1K | 0.01% | 311 |
|
|
2021
Q3 | – | Sell |
-1,100
| Closed | -$20K | – | 399 |
|
|
2021
Q2 | $20K | Hold |
1,100
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $25K | Hold |
1,100
| – | – | 0.01% | 213 |
|
|
2020
Q4 | $22K | Hold |
1,100
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $27K | Hold |
1,100
| – | – | 0.02% | 176 |
|
|
2020
Q2 | $26K | Buy |
1,100
+300
| +38% | +$7.09K | 0.02% | 181 |
|
|
2020
Q1 | $14K | Hold |
800
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $14K | Buy |
800
+200
| +33% | +$3.5K | 0.01% | 253 |
|
|
2019
Q3 | $11K | Sell |
600
-300
| -33% | -$5.5K | 0.01% | 263 |
|
|
2019
Q2 | $19K | Hold |
900
| – | – | 0.01% | 215 |
|
|
2019
Q1 | $21K | Buy |
+900
| New | +$21K | 0.02% | 208 |
|
|
2018
Q4 | – | Sell |
-1,300
| Closed | -$23K | – | 339 |
|
|
2018
Q3 | $23K | Hold |
1,300
| – | – | 0.02% | 222 |
|
|
2018
Q2 | $28K | Hold |
1,300
| – | – | 0.02% | 198 |
|
|
2018
Q1 | $29K | Sell |
1,300
-2,550
| -66% | -$56.9K | 0.02% | 205 |
|
|
2017
Q4 | $117K | Sell |
3,850
-1,100
| -22% | -$33.4K | 0.08% | 128 |
|
|
2017
Q3 | $120K | Buy |
+4,950
| New | +$120K | 0.08% | 132 |
|