Concord Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-600
| Closed | -$26.2K | – | 381 |
|
|
2025
Q4 | $26.2K | Sell |
600
-104
| -15% | -$4.75K | ﹤0.01% | 409 |
|
|
2025
Q3 | $31.7K | Hold |
704
| – | – | ﹤0.01% | 402 |
|
|
2025
Q2 | $30.6K | Hold |
704
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $32.4K | Hold |
704
| – | – | 0.01% | 380 |
|
|
2024
Q4 | $26.5K | Hold |
704
| – | – | ﹤0.01% | 418 |
|
|
2024
Q3 | $28.5K | Hold |
704
| – | – | ﹤0.01% | 418 |
|
|
2024
Q2 | $24.4K | Sell |
704
-219
| -24% | -$8.08K | ﹤0.01% | 403 |
|
|
2024
Q1 | $34.7K | Hold |
923
| – | – | 0.01% | 408 |
|
|
2023
Q4 | $33.1K | Hold |
923
| – | – | 0.01% | 414 |
|
|
2023
Q3 | $34.9K | Buy |
923
+209
| +29% | +$8.52K | 0.01% | 425 |
|
|
2023
Q2 | $29.1K | Buy |
714
+114
| +19% | +$4.71K | 0.01% | 446 |
|
|
2023
Q1 | $25.1K | Sell |
600
-60
| -9% | -$2.5K | 0.01% | 452 |
|
|
2022
Q4 | $28.6K | Buy |
+660
| New | +$26.1K | 0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-1,933
| Closed | -$88K | – | 472 |
|
|
2022
Q2 | $88K | Sell |
1,933
-346
| -15% | -$16.3K | 0.02% | 280 |
|
|
2022
Q1 | $109K | Sell |
2,279
-762
| -25% | -$32.3K | 0.03% | 289 |
|
|
2021
Q4 | $125K | Buy |
3,041
+1,755
| +136% | +$66.1K | 0.03% | 277 |
|
|
2021
Q3 | $44K | Sell |
1,286
-713
| -36% | -$24.4K | 0.02% | 239 |
|
|
2021
Q2 | $63K | Sell |
1,999
-551
| -22% | -$17.7K | 0.02% | 312 |
|
|
2021
Q1 | $80K | Buy |
2,550
+732
| +40% | +$22K | 0.03% | 253 |
|
|
2020
Q4 | $55K | Buy |
+1,818
| New | +$53.7K | 0.04% | 192 |
|
Other funds holding EXC
VCM
VPM
