Tandem Investment Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-73,635
| Closed | -$3.13M | – | 86 |
|
|
2025
Q4 | $3.13M | Buy |
73,635
+1,678
| +2% | +$68.6K | 0.12% | 38 |
|
|
2025
Q3 | $3.17M | Buy |
71,957
+61,708
| +602% | +$2.67M | 0.11% | 40 |
|
|
2025
Q2 | $449K | Sell |
10,249
-97
| -0.9% | -$4.43K | 0.02% | 53 |
|
|
2025
Q1 | $488K | Buy |
10,346
+1,604
| +18% | +$77.2K | 0.02% | 55 |
|
|
2024
Q4 | $388K | Sell |
8,742
-262
| -3% | -$11.3K | 0.01% | 58 |
|
|
2024
Q3 | $344K | Sell |
9,004
-454
| -5% | -$15.9K | 0.01% | 62 |
|
|
2024
Q2 | $297K | Sell |
9,458
-261
| -3% | -$7.83K | 0.01% | 63 |
|
|
2024
Q1 | $309K | Buy |
9,719
+1,140
| +13% | +$35.5K | 0.01% | 65 |
|
|
2023
Q4 | $265K | Buy |
8,579
+333
| +4% | +$9.43K | 0.01% | 70 |
|
|
2023
Q3 | $231K | Buy |
8,246
+51
| +0.6% | +$1.49K | 0.01% | 71 |
|
|
2023
Q2 | $248K | Buy |
8,195
+1,085
| +15% | +$34.2K | 0.01% | 68 |
|
|
2023
Q1 | $230K | Buy |
7,110
+725
| +11% | +$24K | 0.01% | 72 |
|
|
2022
Q4 | $216K | Sell |
6,385
-7,530
| -54% | -$262K | 0.01% | 83 |
|
|
2022
Q3 | $410K | Sell |
13,915
-2,525
| -15% | -$82.4K | 0.02% | 65 |
|
|
2022
Q2 | $484K | Buy |
16,440
+125
| +0.8% | +$3.53K | 0.03% | 59 |
|
|
2022
Q1 | $467K | Sell |
16,315
-685
| -4% | -$17.4K | 0.03% | 52 |
|
|
2021
Q4 | $492K | Sell |
17,000
-220
| -1% | -$5.79K | 0.03% | 56 |
|
|
2021
Q3 | $424K | Hold |
17,220
| – | – | 0.03% | 54 |
|
|
2021
Q2 | $366K | Sell |
17,220
-5,290
| -24% | -$105K | 0.03% | 52 |
|
|
2021
Q1 | $406K | Sell |
22,510
-6,690
| -23% | -$114K | 0.04% | 52 |
|
|
2020
Q4 | $497K | Sell |
29,200
-80
| -0.3% | -$1.27K | 0.05% | 47 |
|
|
2020
Q3 | $386K | Sell |
29,280
-20
| -0.1% | -$256 | 0.05% | 49 |
|
|
2020
Q2 | $372K | Sell |
29,300
-60
| -0.2% | -$707 | 0.05% | 51 |
|
|
2020
Q1 | $306K | Buy |
29,360
+9,610
| +49% | +$131K | 0.05% | 54 |
|
|
2019
Q4 | $274K | Buy |
+19,750
| New | +$270K | 0.05% | 59 |
|
|
2019
Q2 | – | Sell |
-23,295
| Closed | -$280K | – | 66 |
|
|
2019
Q1 | $280K | Buy |
23,295
+1,530
| +7% | +$17.9K | 0.06% | 58 |
|
|
2018
Q4 | $229K | Buy |
+21,765
| New | +$253K | 0.06% | 65 |
|
Other funds holding EXLS
VCM
VPM
GCM