Cassaday & Co Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
6,919
+974
| +16% | +$42.3K | 0.01% | 268 |
|
|
2025
Q1 | $274K | Hold |
5,945
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $224K | Sell |
5,945
-997
| -14% | -$37.5K | 0.01% | 297 |
|
|
2024
Q3 | $282K | Buy |
6,942
+127
| +2% | +$5.15K | 0.01% | 255 |
|
|
2024
Q2 | $236K | Sell |
6,815
-943
| -12% | -$32.6K | 0.01% | 260 |
|
|
2024
Q1 | $291K | Buy |
7,758
+148
| +2% | +$5.56K | 0.01% | 232 |
|
|
2023
Q4 | $273K | Hold |
7,610
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $288K | Buy |
7,610
+991
| +15% | +$37.5K | 0.01% | 197 |
|
|
2023
Q2 | $270K | Sell |
6,619
-856
| -11% | -$34.9K | 0.01% | 206 |
|
|
2023
Q1 | $313K | Buy |
7,475
+845
| +13% | +$35.4K | 0.01% | 201 |
|
|
2022
Q4 | $287K | Buy |
+6,630
| New | +$287K | 0.01% | 203 |
|