CIBC Private Wealth Group’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 | $893K | Buy |
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|
2025
Q2 | $672K | Sell |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $519 | Sell |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $691K | Sell |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $931K | Buy |
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|
2021
Q3 | $774K | Buy |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $674K | Sell |
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|
2020
Q4 | $655K | Sell |
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|
2020
Q3 | $5.2M | Sell |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $585K | Sell |
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|
2019
Q4 | $746K | Buy |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $621K | Sell |
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|
2018
Q4 | $586K | Buy |
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|
2018
Q3 | $565K | Sell |
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|
2018
Q2 | $635K | Buy |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $426K | Sell |
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|
2017
Q3 | $499K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.39M | Sell |
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|
2016
Q1 | $1.84M | Buy |
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