HB 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 | $1.42M | Sell |
32,720
-2,814
| -8% | -$122K | 0.01% | 447 |
|
|
2025
Q1 | $1.64M | Buy |
35,534
+11,212
| +46% | +$517K | 0.01% | 417 |
|
|
2024
Q4 | $915K | Buy |
24,322
+6,672
| +38% | +$251K | 0.01% | 425 |
|
|
2024
Q3 | $716K | Buy |
17,650
+1,140
| +7% | +$46.2K | 0.01% | 471 |
|
|
2024
Q2 | $571K | Buy |
16,510
+3,440
| +26% | +$119K | 0.01% | 502 |
|
|
2024
Q1 | $491K | Buy |
13,070
+5,320
| +69% | +$200K | 0.01% | 506 |
|
|
2023
Q4 | $278K | Sell |
7,750
-10,074
| -57% | -$362K | ﹤0.01% | 637 |
|
|
2023
Q3 | $674K | Buy |
17,824
+8,018
| +82% | +$303K | 0.01% | 364 |
|
|
2023
Q2 | $399K | Sell |
9,806
-828
| -8% | -$33.7K | 0.01% | 474 |
|
|
2023
Q1 | $445K | Buy |
10,634
+2,124
| +25% | +$89K | 0.01% | 440 |
|
|
2022
Q4 | $368K | Buy |
8,510
+1,602
| +23% | +$69.3K | 0.01% | 475 |
|
|
2022
Q3 | $259K | Buy |
6,908
+667
| +11% | +$25K | 0.01% | 473 |
|
|
2022
Q2 | $283K | Buy |
+6,241
| New | +$283K | 0.01% | 453 |
|