HB Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $915K | Buy |
|
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|
2024
Q3 | $716K | Buy |
|
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|
2024
Q2 | $571K | Buy |
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|
2024
Q1 | $491K | Buy |
|
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $674K | Buy |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $283K | Buy |
|