MC
McMorgan & Co’s EXL Service EXLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.21M | Sell |
96,208
-1,513
| -2% | -$66.3K | 0.62% | 20 |
|
2025
Q1 | $4.61M | Sell |
97,721
-4,265
| -4% | -$201K | 0.74% | 20 |
|
2024
Q4 | $4.53M | Sell |
101,986
-14,461
| -12% | -$642K | 0.7% | 19 |
|
2024
Q3 | $4.44M | Sell |
116,447
-13,167
| -10% | -$502K | 0.68% | 20 |
|
2024
Q2 | $4.06M | Buy |
129,614
+35,024
| +37% | +$1.1M | 0.64% | 25 |
|
2024
Q1 | $3.01M | Buy |
94,590
+8,893
| +10% | +$283K | 0.52% | 28 |
|
2023
Q4 | $2.64M | Buy |
85,697
+18,837
| +28% | +$581K | 0.44% | 27 |
|
2023
Q3 | $1.87M | Buy |
66,860
+61,303
| +1,103% | +$1.72M | 0.35% | 31 |
|
2023
Q2 | $839K | Buy |
5,557
+465
| +9% | +$70.2K | 0.16% | 49 |
|
2023
Q1 | $824K | Sell |
5,092
-195
| -4% | -$31.6K | 0.17% | 46 |
|
2022
Q4 | $896K | Sell |
5,287
-241
| -4% | -$40.8K | 0.19% | 45 |
|
2022
Q3 | $815K | Sell |
5,528
-4,598
| -45% | -$678K | 0.19% | 45 |
|
2022
Q2 | $1.49M | Buy |
10,126
+1,655
| +20% | +$244K | 0.33% | 30 |
|
2022
Q1 | $1.21M | Sell |
8,471
-210
| -2% | -$30.1K | 0.26% | 37 |
|
2021
Q4 | $1.26M | Buy |
8,681
+1,770
| +26% | +$256K | 0.22% | 40 |
|
2021
Q3 | $851K | Buy |
+6,911
| New | +$851K | 0.17% | 44 |
|