Accel Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
5,661
+62
| +1% | +$2.69K | 0.08% | 217 |
|
|
2025
Q1 | $258K | Buy |
5,599
+70
| +1% | +$3.23K | 0.09% | 204 |
|
|
2024
Q4 | $208K | Buy |
+5,529
| New | +$208K | 0.08% | 231 |
|
|
2024
Q3 | – | Sell |
-6,278
| Closed | -$217K | – | 259 |
|
|
2024
Q2 | $217K | Sell |
6,278
-300
| -5% | -$10.4K | 0.09% | 215 |
|
|
2024
Q1 | $247K | Buy |
6,578
+7
| +0.1% | +$263 | 0.1% | 184 |
|
|
2023
Q4 | $236K | Sell |
6,571
-102
| -2% | -$3.66K | 0.12% | 164 |
|
|
2023
Q3 | $252K | Sell |
6,673
-24
| -0.4% | -$907 | 0.14% | 139 |
|
|
2023
Q2 | $273K | Sell |
6,697
-134
| -2% | -$5.46K | 0.15% | 135 |
|
|
2023
Q1 | $286K | Sell |
6,831
-28
| -0.4% | -$1.17K | 0.12% | 169 |
|
|
2022
Q4 | $297K | Buy |
6,859
+21
| +0.3% | +$908 | 0.14% | 122 |
|
|
2022
Q3 | $274K | Buy |
6,838
+1,659
| +32% | +$66.5K | 0.15% | 130 |
|
|
2022
Q2 | $229K | Buy |
5,179
+94
| +2% | +$4.16K | 0.13% | 133 |
|
|
2022
Q1 | $242K | Sell |
5,085
-2,015
| -28% | -$95.9K | 0.13% | 134 |
|
|
2021
Q4 | $293K | Sell |
7,100
-115
| -2% | -$4.75K | 0.14% | 119 |
|
|
2021
Q3 | $249K | Buy |
7,215
+28
| +0.4% | +$966 | 0.16% | 112 |
|
|
2021
Q2 | $227K | Buy |
7,187
+30
| +0.4% | +$948 | 0.15% | 129 |
|
|
2021
Q1 | $223K | Buy |
7,157
+457
| +7% | +$14.2K | 0.18% | 117 |
|
|
2020
Q4 | $202K | Buy |
+6,700
| New | +$202K | 0.19% | 119 |
|