Axxcess Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $498K | Buy |
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|
2025
Q2 | $470K | Buy |
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|
2025
Q1 | $498K | Buy |
|
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|
2024
Q4 | $393K | Buy |
|
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|
2024
Q3 | $422K | Buy |
|
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|
2024
Q2 | $360K | Buy |
|
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|
2024
Q1 | $391K | Sell |
|
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|
2023
Q4 | $379K | Buy |
|
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|
2023
Q3 | $376K | Buy |
|
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|
2023
Q2 | $342K | Buy |
|
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|
2023
Q1 | $351K | Buy |
|
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|
2022
Q4 | $362K | Buy |
|
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|
2022
Q3 | $314K | Buy |
|
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|
2022
Q2 | $379K | Buy |
|
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|
2022
Q1 | $398K | Sell |
|
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|
2021
Q4 | $482K | Buy |
|