Mark Sheptoff Financial Planning’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $24.2K | Buy |
|
|||||
|
2025
Q1 | $11.1K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $20K | Hold |
|
|||||
|
2021
Q1 | $25K | Hold |
|
|||||
|
2020
Q4 | $22K | Hold |
|
|||||
|
2020
Q3 | $27K | Hold |
|
|||||
|
2020
Q2 | $26K | Buy |
|
|||||
|
2020
Q1 | $14K | Hold |
|
|||||
|
2019
Q4 | $14K | Buy |
|
|||||
|
2019
Q3 | $11K | Sell |
|
|||||
|
2019
Q2 | $19K | Hold |
|
|||||
|
2019
Q1 | $21K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $23K | Hold |
|
|||||
|
2018
Q2 | $28K | Hold |
|
|||||
|
2018
Q1 | $29K | Sell |
|
|||||
|
2017
Q4 | $117K | Sell |
|
|||||
|
2017
Q3 | $120K | Buy |
|