NewEdge Wealth’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
20,694
+9,116
| +79% | +$341K | 0.01% | 592 |
|
|
2025
Q1 | $427K | Buy |
11,578
+1,179
| +11% | +$43.5K | 0.01% | 691 |
|
|
2024
Q4 | $346K | Buy |
+10,399
| New | +$346K | 0.01% | 724 |
|
|
2024
Q1 | – | Sell |
-681,104
| Closed | -$16.3M | – | 811 |
|
|
2023
Q4 | $16.3M | Buy |
681,104
+212,553
| +45% | +$5.1M | 0.42% | 69 |
|
|
2023
Q3 | $10.2M | Buy |
+468,551
| New | +$10.2M | 0.32% | 88 |
|