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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.7K | Hold |
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|
2025
Q2 | $30.6K | Hold |
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|
2025
Q1 | $32.4K | Hold |
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|
2024
Q4 | $26.5K | Hold |
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|
2024
Q3 | $28.5K | Hold |
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|
2024
Q2 | $24.4K | Sell |
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|
2024
Q1 | $34.7K | Hold |
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|
2023
Q4 | $33.1K | Hold |
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|
2023
Q3 | $34.9K | Buy |
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|
2023
Q2 | $29.1K | Buy |
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|
2023
Q1 | $25.1K | Sell |
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|
2022
Q4 | $28.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $88K | Sell |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $63K | Sell |
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|
2021
Q1 | $80K | Buy |
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|
2020
Q4 | $55K | Buy |
|