United Capital Financial 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	$213K	Buy	+4,827	New	+$213K	﹤0.01%	1019
2025 Q1	–	Sell	-6,231	Closed	-$207K	–	1073
2024 Q4	$207K	Buy	+6,231	New	+$207K	﹤0.01%	1004
2024 Q1	–	Sell	-8,741	Closed	-$210K	–	1089
2023 Q4	$210K	Buy	+8,741	New	+$210K	﹤0.01%	987