TD Private Client 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 | $647K | Buy |
14,687
+1,743
| +13% | +$76.8K | 0.02% | 431 |
|
|
2025
Q1 | $478K | Buy |
12,944
+2,950
| +30% | +$109K | 0.01% | 447 |
|
|
2024
Q4 | $333K | Buy |
9,994
+238
| +2% | +$7.93K | 0.01% | 517 |
|
|
2024
Q3 | $253K | Buy |
9,756
+7,710
| +377% | +$200K | 0.01% | 564 |
|
|
2024
Q2 | $46K | Sell |
2,046
-374
| -15% | -$8.4K | ﹤0.01% | 823 |
|
|
2024
Q1 | $57.4K | Buy |
2,420
+498
| +26% | +$11.8K | ﹤0.01% | 779 |
|
|
2023
Q4 | $46.1K | Hold |
1,922
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $42K | Hold |
1,922
| – | – | ﹤0.01% | 795 |
|
|
2023
Q2 | $36.7K | Hold |
1,922
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $37.3K | Hold |
1,922
| – | – | ﹤0.01% | 830 |
|
|
2022
Q4 | $30.8K | Sell |
1,922
-214
| -10% | -$3.43K | ﹤0.01% | 843 |
|
|
2022
Q3 | $33.5K | Hold |
2,136
| – | – | ﹤0.01% | 813 |
|
|
2022
Q2 | $44.5K | Hold |
2,136
| – | – | ﹤0.01% | 757 |
|
|
2022
Q1 | $48.4K | Buy |
+2,136
| New | +$48.4K | ﹤0.01% | 781 |
|
|
2021
Q4 | – | Sell |
-140
| Closed | -$2.96K | – | 1194 |
|
|
2021
Q3 | $2.96K | Hold |
140
| – | – | ﹤0.01% | 998 |
|
|
2021
Q2 | $2.55K | Hold |
140
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q1 | $3.16K | Sell |
140
-16
| -10% | -$361 | ﹤0.01% | 965 |
|
|
2020
Q4 | $3.13K | Hold |
156
| – | – | ﹤0.01% | 919 |
|
|
2020
Q3 | $3.81K | Hold |
156
| – | – | ﹤0.01% | 858 |
|
|
2020
Q2 | $3.7K | Hold |
156
| – | – | ﹤0.01% | 857 |
|
|
2020
Q1 | $2.69K | Hold |
156
| – | – | ﹤0.01% | 855 |
|
|
2019
Q4 | $2.75K | Buy |
+156
| New | +$2.75K | ﹤0.01% | 879 |
|