GeoWealth 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 | $200K | Buy |
4,602
+2,195
| +91% | +$95.3K | 0.01% | 660 |
|
|
2025
Q1 | $111K | Sell |
2,407
-1,953
| -45% | -$90K | ﹤0.01% | 770 |
|
|
2024
Q4 | $164K | Sell |
4,360
-198
| -4% | -$7.45K | 0.01% | 829 |
|
|
2024
Q3 | $185K | Sell |
4,558
-597
| -12% | -$24.2K | 0.01% | 737 |
|
|
2024
Q2 | $178K | Buy |
5,155
+344
| +7% | +$11.9K | 0.01% | 711 |
|
|
2024
Q1 | $181K | Buy |
4,811
+1,976
| +70% | +$74.2K | 0.01% | 707 |
|
|
2023
Q4 | $102K | Buy |
+2,835
| New | +$102K | 0.01% | 588 |
|
|
2023
Q3 | – | Sell |
-45
| Closed | -$2K | – | 497 |
|
|
2023
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 367 |
|