Rise Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Hold |
623
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $23K | Sell |
623
-566
| -48% | -$20.9K | 0.01% | 432 |
|
|
2024
Q4 | $39.6K | Hold |
1,189
| – | – | 0.02% | 290 |
|
|
2024
Q3 | $30.9K | Hold |
1,189
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $26.7K | Hold |
1,189
| – | – | 0.01% | 432 |
|
|
2024
Q1 | $28.2K | Buy |
+1,189
| New | +$28.2K | 0.02% | 410 |
|