Abundance Wealth Counselors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
58,244
+4,030
| +7% | +$174K | 0.47% | 35 |
|
|
2025
Q1 | $2.47M | Buy |
54,214
+7,540
| +16% | +$344K | 0.52% | 36 |
|
|
2024
Q4 | $1.76M | Buy |
46,674
+2,823
| +6% | +$106K | 0.38% | 44 |
|
|
2024
Q3 | $1.78M | Buy |
43,851
+20,681
| +89% | +$839K | 0.37% | 41 |
|
|
2024
Q2 | $802K | Buy |
23,170
+2,290
| +11% | +$79.3K | 0.37% | 51 |
|
|
2024
Q1 | $784K | Buy |
20,880
+2,050
| +11% | +$77K | 0.18% | 87 |
|
|
2023
Q4 | $676K | Buy |
18,830
+2,975
| +19% | +$107K | 0.18% | 92 |
|
|
2023
Q3 | $599K | Buy |
15,855
+339
| +2% | +$12.8K | 0.17% | 86 |
|
|
2023
Q2 | $632K | Sell |
15,516
-380
| -2% | -$15.5K | 0.33% | 36 |
|
|
2023
Q1 | $666K | Sell |
15,896
-43,142
| -73% | -$1.81M | 0.17% | 89 |
|
|
2022
Q4 | $2.55M | Sell |
59,038
-4,387
| -7% | -$190K | 0.69% | 21 |
|
|
2022
Q3 | $2.38M | Buy |
63,425
+1,970
| +3% | +$73.8K | 0.68% | 19 |
|
|
2022
Q2 | $2.79M | Buy |
61,455
+4,673
| +8% | +$212K | 0.76% | 18 |
|
|
2022
Q1 | $2.71M | Sell |
56,782
-20,771
| -27% | -$989K | 0.73% | 18 |
|
|
2021
Q4 | $3.2M | Buy |
77,553
+18
| +0% | +$742 | 0.82% | 16 |
|
|
2021
Q3 | $2.67M | Buy |
77,535
+1,636
| +2% | +$56.4K | 1.56% | 8 |
|
|
2021
Q2 | $2.4M | Buy |
75,899
+18,263
| +32% | +$577K | 0.62% | 15 |
|
|
2021
Q1 | $1.8M | Buy |
57,636
+5,902
| +11% | +$184K | 0.45% | 17 |
|
|
2020
Q4 | $1.56M | Buy |
51,734
+2,943
| +6% | +$88.6K | 0.39% | 17 |
|
|
2020
Q3 | $1.24M | Buy |
48,791
+9,928
| +26% | +$253K | 0.36% | 20 |
|
|
2020
Q2 | $1.01M | Buy |
38,863
+26,917
| +225% | +$697K | 0.31% | 23 |
|
|
2020
Q1 | $314K | Hold |
11,946
| – | – | 0.11% | 26 |
|
|
2019
Q4 | $388K | Hold |
11,946
| – | – | 0.11% | 21 |
|
|
2019
Q3 | $412K | Hold |
11,946
| – | – | 0.13% | 19 |
|
|
2019
Q2 | $408K | Buy |
11,946
+127
| +1% | +$4.34K | 0.13% | 18 |
|
|
2019
Q1 | $423K | Hold |
11,819
| – | – | 0.14% | 17 |
|
|
2018
Q4 | $380K | Buy |
+11,819
| New | +$380K | 0.14% | 19 |
|