Corient Private Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
240,379
+24,024
| +11% | +$1.04M | 0.01% | 558 |
|
|
2025
Q1 | $9.97M | Buy |
216,355
+6,341
| +3% | +$292K | 0.02% | 517 |
|
|
2024
Q4 | $7.9M | Sell |
210,014
-5,503
| -3% | -$207K | 0.01% | 572 |
|
|
2024
Q3 | $8.74M | Sell |
215,517
-2,349
| -1% | -$95.3K | 0.01% | 579 |
|
|
2024
Q2 | $7.54M | Sell |
217,866
-1,100
| -0.5% | -$38.1K | 0.01% | 597 |
|
|
2024
Q1 | $8.23M | Sell |
218,966
-10,325
| -5% | -$388K | 0.01% | 576 |
|
|
2023
Q4 | $8.23M | Sell |
229,291
-12,844
| -5% | -$461K | 0.02% | 567 |
|
|
2023
Q3 | $9.15M | Sell |
242,135
-8,022
| -3% | -$303K | 0.02% | 501 |
|
|
2023
Q2 | $10.2M | Sell |
250,157
-2,610
| -1% | -$106K | 0.02% | 472 |
|
|
2023
Q1 | $10.6M | Buy |
252,767
+39,125
| +18% | +$1.64M | 0.03% | 422 |
|
|
2022
Q4 | $9.24M | Buy |
+213,642
| New | +$9.24M | 0.03% | 380 |
|