CIBC Private Wealth Group’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
15,483
-800
| -5% | -$34.7K | ﹤0.01% | 758 |
|
|
2025
Q1 | $724K | Sell |
16,283
-35
| -0.2% | -$1.56K | ﹤0.01% | 723 |
|
|
2024
Q4 | $623K | Buy |
16,318
+1,784
| +12% | +$68.1K | ﹤0.01% | 806 |
|
|
2024
Q3 | $589K | Buy |
14,534
+1,092
| +8% | +$44.3K | ﹤0.01% | 823 |
|
|
2024
Q2 | $460K | Buy |
13,442
+518
| +4% | +$17.7K | ﹤0.01% | 842 |
|
|
2024
Q1 | $481K | Buy |
12,924
+396
| +3% | +$14.7K | ﹤0.01% | 845 |
|
|
2023
Q4 | $450K | Sell |
12,528
-2,800
| -18% | -$101K | ﹤0.01% | 825 |
|
|
2023
Q3 | $579K | Buy |
15,328
+3,904
| +34% | +$148K | ﹤0.01% | 714 |
|
|
2023
Q2 | $465K | Sell |
11,424
-224
| -2% | -$9.13K | ﹤0.01% | 710 |
|
|
2023
Q1 | $488K | Sell |
11,648
-363
| -3% | -$15.2K | ﹤0.01% | 714 |
|
|
2022
Q4 | $519 | Sell |
12,011
-4,380
| -27% | -$189 | ﹤0.01% | 792 |
|
|
2022
Q3 | $614K | Buy |
16,391
+1,135
| +7% | +$42.5K | ﹤0.01% | 676 |
|
|
2022
Q2 | $691K | Sell |
15,256
-64
| -0.4% | -$2.9K | ﹤0.01% | 657 |
|
|
2022
Q1 | $730K | Sell |
15,320
-7,273
| -32% | -$347K | ﹤0.01% | 682 |
|
|
2021
Q4 | $931K | Buy |
22,593
+137
| +0.6% | +$5.65K | ﹤0.01% | 667 |
|
|
2021
Q3 | $774K | Buy |
22,456
+1,052
| +5% | +$36.3K | ﹤0.01% | 661 |
|
|
2021
Q2 | $677K | Sell |
21,404
-194
| -0.9% | -$6.14K | ﹤0.01% | 742 |
|
|
2021
Q1 | $674K | Sell |
21,598
-160
| -0.7% | -$4.99K | ﹤0.01% | 743 |
|
|
2020
Q4 | $655K | Sell |
21,758
-182,125
| -89% | -$5.48M | ﹤0.01% | 724 |
|
|
2020
Q3 | $5.2M | Sell |
203,883
-202,610
| -50% | -$5.17M | 0.02% | 358 |
|
|
2020
Q2 | $10.5M | Buy |
406,493
+384,224
| +1,725% | +$9.95M | 0.05% | 229 |
|
|
2020
Q1 | $585K | Sell |
22,269
-682
| -3% | -$17.9K | ﹤0.01% | 595 |
|
|
2019
Q4 | $746K | Buy |
22,951
+5,211
| +29% | +$169K | ﹤0.01% | 642 |
|
|
2019
Q3 | $611K | Sell |
17,740
-14,838
| -46% | -$511K | ﹤0.01% | 659 |
|
|
2019
Q2 | $1.11M | Buy |
32,578
+15,223
| +88% | +$521K | ﹤0.01% | 558 |
|
|
2019
Q1 | $621K | Sell |
17,355
-856
| -5% | -$30.6K | ﹤0.01% | 680 |
|
|
2018
Q4 | $586K | Buy |
18,211
+57
| +0.3% | +$1.83K | ﹤0.01% | 655 |
|
|
2018
Q3 | $565K | Sell |
18,154
-2,733
| -13% | -$85.1K | ﹤0.01% | 751 |
|
|
2018
Q2 | $635K | Buy |
20,887
+4,080
| +24% | +$124K | ﹤0.01% | 728 |
|
|
2018
Q1 | $468K | Buy |
16,807
+1,658
| +11% | +$46.2K | ﹤0.01% | 794 |
|
|
2017
Q4 | $426K | Sell |
15,149
-3,425
| -18% | -$96.3K | ﹤0.01% | 810 |
|
|
2017
Q3 | $499K | Buy |
+18,574
| New | +$499K | ﹤0.01% | 775 |
|
|
2016
Q3 | – | Sell |
-53,642
| Closed | -$1.39M | – | 588 |
|
|
2016
Q2 | $1.39M | Sell |
53,642
-18,369
| -26% | -$476K | 0.01% | 407 |
|
|
2016
Q1 | $1.84M | Buy |
+72,011
| New | +$1.84M | 0.01% | 363 |
|