Schechter Investment Advisors’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $450K | Sell |
12,186
-1,519
| -11% | -$56.1K | 0.04% | 391 |
|
|
2024
Q4 | $456K | Buy |
13,705
+816
| +6% | +$27.2K | 0.04% | 406 |
|
|
2024
Q3 | $334K | Buy |
12,889
+390
| +3% | +$10.1K | 0.02% | 473 |
|
|
2024
Q2 | $281K | Buy |
12,499
+135
| +1% | +$3.03K | 0.02% | 487 |
|
|
2024
Q1 | $293K | Buy |
+12,364
| New | +$293K | 0.02% | 504 |
|