True Wealth Design’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
2,466
-519
| -17% | -$22.9K | 0.04% | 98 |
|
|
2025
Q1 | $110K | Buy |
2,985
+732
| +32% | +$27K | 0.04% | 79 |
|
|
2024
Q4 | $75K | Buy |
2,253
+1,554
| +222% | +$51.7K | 0.03% | 98 |
|
|
2024
Q3 | $18.1K | Sell |
699
-36,166
| -98% | -$939K | 0.01% | 335 |
|
|
2024
Q2 | $828K | Buy |
36,865
+1,435
| +4% | +$32.2K | 0.2% | 72 |
|
|
2024
Q1 | $841K | Buy |
35,430
+914
| +3% | +$21.7K | 0.21% | 74 |
|
|
2023
Q4 | $828K | Buy |
+34,516
| New | +$828K | 0.23% | 62 |
|