Peloton Wealth Strategists’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,830
| Closed | -$1.18M | – | 93 |
|
|
2025
Q1 | $1.18M | Sell |
31,830
-13,000
| -29% | -$480K | 0.49% | 62 |
|
|
2024
Q4 | $1.49M | Sell |
44,830
-1,800
| -4% | -$59.9K | 0.6% | 58 |
|
|
2024
Q3 | $1.21M | Sell |
46,630
-1,200
| -3% | -$31.1K | 0.48% | 62 |
|
|
2024
Q2 | $1.08M | Sell |
47,830
-1,000
| -2% | -$22.5K | 0.44% | 62 |
|
|
2024
Q1 | $1.16M | Buy |
48,830
+1,680
| +4% | +$39.9K | 0.47% | 63 |
|
|
2023
Q4 | $1.13M | Sell |
47,150
-4,325
| -8% | -$104K | 0.49% | 61 |
|
|
2023
Q3 | $1.13M | Sell |
51,475
-9,500
| -16% | -$208K | 0.52% | 59 |
|
|
2023
Q2 | $1.17M | Sell |
60,975
-600
| -1% | -$11.5K | 0.52% | 60 |
|
|
2023
Q1 | $1.2M | Buy |
61,575
+1,600
| +3% | +$31.1K | 0.55% | 60 |
|
|
2022
Q4 | $962K | Buy |
59,975
+3,000
| +5% | +$48.1K | 0.46% | 62 |
|
|
2022
Q3 | $893K | Sell |
56,975
-560
| -1% | -$8.78K | 0.46% | 61 |
|
|
2022
Q2 | $1.2M | Buy |
57,535
+2,250
| +4% | +$46.9K | 0.58% | 60 |
|
|
2022
Q1 | $1.25M | Buy |
+55,285
| New | +$1.25M | 0.52% | 62 |
|