Carson Wealth (CWM LLC)’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
33,925
+150
| +0.4% | +$6.51K | 0.01% | 1069 |
|
|
2025
Q1 | $1.56M | Buy |
33,775
+226
| +0.7% | +$10.4K | 0.01% | 927 |
|
|
2024
Q4 | $1.26M | Sell |
33,549
-4,828
| -13% | -$182K | 0.01% | 955 |
|
|
2024
Q3 | $1.56M | Buy |
38,377
+379
| +1% | +$15.4K | 0.01% | 814 |
|
|
2024
Q2 | $1.32M | Buy |
37,998
+10,003
| +36% | +$346K | 0.01% | 769 |
|
|
2024
Q1 | $1.05M | Sell |
27,995
-1,290
| -4% | -$48.5K | 0.01% | 828 |
|
|
2023
Q4 | $1.05M | Buy |
29,285
+176
| +0.6% | +$6.32K | 0.01% | 786 |
|
|
2023
Q3 | $1.1M | Sell |
29,109
-1,761
| -6% | -$66.5K | 0.01% | 706 |
|
|
2023
Q2 | $1.26M | Buy |
30,870
+3,446
| +13% | +$140K | 0.01% | 626 |
|
|
2023
Q1 | $1.15M | Buy |
27,424
+5,637
| +26% | +$236K | 0.01% | 627 |
|
|
2022
Q4 | $942K | Sell |
21,787
-1,659
| -7% | -$71.7K | 0.01% | 633 |
|
|
2022
Q3 | $878K | Buy |
23,446
+5,569
| +31% | +$209K | 0.01% | 587 |
|
|
2022
Q2 | $810K | Buy |
17,877
+2,960
| +20% | +$134K | 0.01% | 610 |
|
|
2022
Q1 | $710K | Sell |
14,917
-6,022
| -29% | -$287K | 0.01% | 636 |
|
|
2021
Q4 | $863K | Buy |
+20,939
| New | +$863K | 0.01% | 604 |
|
|
2021
Q2 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2021
Q1 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2020
Q4 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2020
Q2 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2020
Q1 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2019
Q4 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2019
Q3 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2019
Q2 | $594K | Hold |
18,794
| – | – | ﹤0.01% | 645 |
|
|
2019
Q1 | $594K | Sell |
18,794
-95,170
| -84% | -$3.01M | ﹤0.01% | 645 |
|
|
2018
Q4 | $3.67M | Buy |
113,964
+110,244
| +2,964% | +$3.55M | 0.09% | 191 |
|
|
2018
Q3 | $116K | Buy |
3,720
+1,918
| +106% | +$59.8K | ﹤0.01% | 589 |
|
|
2018
Q2 | $55K | Buy |
1,802
+153
| +9% | +$4.67K | ﹤0.01% | 609 |
|
|
2018
Q1 | $46K | Sell |
1,649
-422
| -20% | -$11.8K | ﹤0.01% | 570 |
|
|
2017
Q4 | $58K | Sell |
2,071
-718
| -26% | -$20.1K | ﹤0.01% | 504 |
|
|
2017
Q3 | $75K | Sell |
2,789
-2
| -0.1% | -$54 | ﹤0.01% | 447 |
|
|
2017
Q2 | $72K | Buy |
2,791
+315
| +13% | +$8.13K | ﹤0.01% | 422 |
|
|
2017
Q1 | $64K | Sell |
2,476
-1,168
| -32% | -$30.2K | ﹤0.01% | 412 |
|
|
2016
Q4 | $92K | Sell |
3,644
-167
| -4% | -$4.22K | 0.01% | 360 |
|
|
2016
Q3 | $90K | Buy |
3,811
+2,921
| +328% | +$69K | 0.01% | 347 |
|
|
2016
Q2 | $23K | Buy |
890
+8
| +0.9% | +$207 | ﹤0.01% | 452 |
|
|
2016
Q1 | $23K | Sell |
882
-133,190
| -99% | -$3.47M | ﹤0.01% | 423 |
|
|
2015
Q4 | $2.66M | Sell |
134,072
-22,714
| -14% | -$450K | 0.26% | 113 |
|
|
2015
Q3 | $3.32M | Sell |
156,786
-30,870
| -16% | -$654K | 0.33% | 100 |
|
|
2015
Q2 | $4.21M | Buy |
187,656
+29,309
| +19% | +$657K | 0.4% | 94 |
|
|
2015
Q1 | $3.8M | Sell |
158,347
-29,471
| -16% | -$706K | 0.38% | 100 |
|
|
2014
Q4 | $4.97M | Buy |
187,818
+130,019
| +225% | +$3.44M | 0.6% | 53 |
|
|
2014
Q3 | $1.41M | Sell |
57,799
-52,398
| -48% | -$1.27M | 0.2% | 113 |
|
|
2014
Q2 | $2.87M | Buy |
+110,197
| New | +$2.87M | 0.51% | 61 |
|
|
2014
Q1 | – | Sell |
-40,120
| Closed | -$784K | – | 242 |
|
|
2013
Q4 | $784K | Buy |
40,120
+13,074
| +48% | +$255K | 0.12% | 112 |
|
|
2013
Q3 | $572K | Buy |
+27,046
| New | +$572K | 0.15% | 97 |
|