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 |
|