44 Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
18,424
-131
| -0.7% | -$5.69K | 0.28% | 111 |
|
|
2025
Q1 | $855K | Sell |
18,555
-107
| -0.6% | -$4.93K | 0.32% | 101 |
|
|
2024
Q4 | $702K | Sell |
18,662
-4,269
| -19% | -$161K | 0.27% | 106 |
|
|
2024
Q3 | $934K | Buy |
+22,931
| New | +$934K | 0.33% | 96 |
|
|
2023
Q2 | $205K | Sell |
5,036
-557
| -10% | -$22.7K | 0.07% | 163 |
|
|
2023
Q1 | $234K | Buy |
5,593
+16
| +0.3% | +$670 | 0.08% | 159 |
|
|
2022
Q4 | $241K | Buy |
+5,577
| New | +$241K | 0.08% | 160 |
|
|
2022
Q1 | – | Sell |
-6,296
| Closed | -$259K | – | 176 |
|
|
2021
Q4 | $259K | Sell |
6,296
-85
| -1% | -$3.5K | 0.09% | 157 |
|
|
2021
Q3 | $220K | Sell |
6,381
-35
| -0.5% | -$1.21K | 0.08% | 158 |
|
|
2021
Q2 | $203K | Sell |
6,416
-15
| -0.2% | -$475 | 0.08% | 173 |
|
|
2021
Q1 | $201K | Buy |
+6,431
| New | +$201K | 0.08% | 153 |
|