Axxcess Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
10,818
+16
| +0.1% | +$695 | 0.01% | 604 |
|
|
2025
Q1 | $498K | Buy |
10,802
+371
| +4% | +$17.1K | 0.01% | 555 |
|
|
2024
Q4 | $393K | Buy |
10,431
+12
| +0.1% | +$452 | 0.01% | 602 |
|
|
2024
Q3 | $422K | Buy |
10,419
+11
| +0.1% | +$446 | 0.01% | 588 |
|
|
2024
Q2 | $360K | Buy |
10,408
+12
| +0.1% | +$415 | 0.01% | 599 |
|
|
2024
Q1 | $391K | Sell |
10,396
-162
| -2% | -$6.09K | 0.01% | 597 |
|
|
2023
Q4 | $379K | Buy |
10,558
+602
| +6% | +$21.6K | 0.01% | 576 |
|
|
2023
Q3 | $376K | Buy |
9,956
+1,557
| +19% | +$58.8K | 0.01% | 542 |
|
|
2023
Q2 | $342K | Buy |
8,399
+9
| +0.1% | +$367 | 0.02% | 422 |
|
|
2023
Q1 | $351K | Buy |
8,390
+10
| +0.1% | +$419 | 0.03% | 442 |
|
|
2022
Q4 | $362K | Buy |
8,380
+8
| +0.1% | +$346 | 0.03% | 418 |
|
|
2022
Q3 | $314K | Buy |
8,372
+8
| +0.1% | +$300 | 0.03% | 389 |
|
|
2022
Q2 | $379K | Buy |
8,364
+8
| +0.1% | +$363 | 0.03% | 352 |
|
|
2022
Q1 | $398K | Sell |
8,356
-3,348
| -29% | -$159K | 0.03% | 407 |
|
|
2021
Q4 | $482K | Buy |
+11,704
| New | +$482K | 0.04% | 368 |
|