MWM
Moran Wealth Management’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
95,312
+2,040
| +2% | +$89.9K | 0.13% | 205 |
|
|
2025
Q1 | $3.44M | Buy |
93,272
+65,186
| +232% | +$2.41M | 0.12% | 226 |
|
|
2024
Q4 | $935K | Sell |
28,086
-1,860
| -6% | -$61.9K | 0.03% | 301 |
|
|
2024
Q3 | $777K | Buy |
29,946
+11,119
| +59% | +$289K | 0.02% | 322 |
|
|
2024
Q2 | $423K | Buy |
18,827
+6,969
| +59% | +$157K | 0.01% | 352 |
|
|
2024
Q1 | $281K | Buy |
+11,858
| New | +$281K | 0.01% | 389 |
|