GGM Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $347K | Sell |
7,470
-210
| -3% | -$9.76K | 0.19% | 92 |
|
|
2024
Q4 | $289K | Hold |
7,680
| – | – | 0.15% | 108 |
|
|
2024
Q3 | $311K | Hold |
7,680
| – | – | 0.13% | 109 |
|
|
2024
Q2 | $266K | Hold |
7,680
| – | – | 0.12% | 114 |
|
|
2024
Q1 | $291K | Buy |
7,680
+725
| +10% | +$27.5K | 0.14% | 106 |
|
|
2023
Q4 | $243K | Buy |
6,955
+1,407
| +25% | +$49.3K | 0.1% | 123 |
|
|
2023
Q3 | $210K | Hold |
5,548
| – | – | 0.09% | 132 |
|
|
2023
Q2 | $231K | Buy |
+5,548
| New | +$231K | 0.09% | 131 |
|
|
2023
Q1 | – | Sell |
-5,548
| Closed | -$242K | – | 84 |
|
|
2022
Q4 | $242K | Hold |
5,548
| – | – | 0.13% | 117 |
|
|
2022
Q3 | $209K | Buy |
5,548
+1
| +0% | +$38 | 0.11% | 128 |
|
|
2022
Q2 | $245K | Buy |
5,547
+102
| +2% | +$4.51K | 0.14% | 113 |
|
|
2022
Q1 | $269K | Sell |
5,445
-2,217
| -29% | -$110K | 0.13% | 122 |
|
|
2021
Q4 | $303K | Hold |
7,662
| – | – | 0.24% | 74 |
|
|
2021
Q3 | $281K | Buy |
7,662
+384
| +5% | +$14.1K | 0.22% | 76 |
|
|
2021
Q2 | $238K | Buy |
7,278
+105
| +1% | +$3.43K | 0.2% | 79 |
|
|
2021
Q1 | $229K | Hold |
7,173
| – | – | 0.18% | 78 |
|
|
2020
Q4 | $218K | Buy |
+7,173
| New | +$218K | 0.22% | 66 |
|