Westover Capital 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 | $2.1M | Buy |
47,719
+6,336
| +15% | +$279K | 0.42% | 54 |
|
|
2025
Q1 | $1.53M | Buy |
+41,383
| New | +$1.53M | 0.34% | 68 |
|
|
2019
Q3 | – | Sell |
-10,720
| Closed | -$229K | – | 137 |
|
|
2019
Q2 | $229K | Sell |
10,720
-15,883
| -60% | -$339K | 0.11% | 125 |
|
|
2019
Q1 | $633K | Buy |
26,603
+14,450
| +119% | +$344K | 0.33% | 66 |
|
|
2018
Q4 | $239K | Buy |
+12,153
| New | +$239K | 0.15% | 96 |
|