Congress 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 | $788K | Buy |
18,145
+925
| +5% | +$40.2K | 0.01% | 771 |
|
|
2025
Q1 | $787K | Buy |
17,220
+10,572
| +159% | +$483K | 0.01% | 684 |
|
|
2024
Q4 | $250K | Buy |
+6,648
| New | +$250K | ﹤0.01% | 804 |
|
|
2024
Q1 | – | Sell |
-6,126
| Closed | -$220K | – | 598 |
|
|
2023
Q4 | $220K | Buy |
+6,126
| New | +$220K | ﹤0.01% | 580 |
|