Milestone Asset Management’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
7,951
-525
-6% -$23.1K 0.07% 165
2025
Q1
$313K Sell
8,476
-24,301
-74% -$897K 0.07% 182
2024
Q4
$1.09M Buy
32,777
+5,828
+22% +$194K 0.24% 96
2024
Q3
$699K Buy
26,949
+1,003
+4% +$26K 0.16% 114
2024
Q2
$583K Sell
25,946
-1,082
-4% -$24.3K 0.15% 120
2024
Q1
$641K Buy
+27,028
New +$641K 0.18% 89