GGM Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $289K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $218K | Buy |
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