IHT 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 | $772K | Buy |
17,775
+749
| +4% | +$32.5K | 0.02% | 571 |
|
|
2025
Q1 | $785K | Sell |
17,026
-788
| -4% | -$36.3K | 0.02% | 536 |
|
|
2024
Q4 | $671K | Sell |
17,814
-2,303
| -11% | -$86.7K | 0.02% | 589 |
|
|
2024
Q3 | $816K | Buy |
20,117
+440
| +2% | +$17.9K | 0.02% | 562 |
|
|
2024
Q2 | $681K | Buy |
19,677
+6,430
| +49% | +$223K | 0.03% | 539 |
|
|
2024
Q1 | $498K | Sell |
13,247
-889
| -6% | -$33.4K | 0.02% | 642 |
|
|
2023
Q4 | $507K | Buy |
14,136
+955
| +7% | +$34.3K | 0.02% | 594 |
|
|
2023
Q3 | $498K | Buy |
13,181
+902
| +7% | +$34.1K | 0.03% | 557 |
|
|
2023
Q2 | $500K | Sell |
12,279
-565
| -4% | -$23K | 0.03% | 535 |
|
|
2023
Q1 | $538K | Buy |
12,844
+2,658
| +26% | +$111K | 0.03% | 476 |
|
|
2022
Q4 | $440K | Sell |
10,186
-1,103
| -10% | -$47.7K | 0.03% | 527 |
|
|
2022
Q3 | $423K | Buy |
11,289
+2,725
| +32% | +$102K | 0.03% | 505 |
|
|
2022
Q2 | $388K | Buy |
8,564
+154
| +2% | +$6.98K | 0.03% | 453 |
|
|
2022
Q1 | $401K | Sell |
8,410
-3,278
| -28% | -$156K | 0.03% | 483 |
|
|
2021
Q4 | $482K | Buy |
11,688
+794
| +7% | +$32.7K | 0.04% | 448 |
|
|
2021
Q3 | $376K | Sell |
10,894
-2,586
| -19% | -$89.3K | 0.03% | 517 |
|
|
2021
Q2 | $426K | Sell |
13,480
-24
| -0.2% | -$758 | 0.03% | 581 |
|
|
2021
Q1 | $421K | Buy |
13,504
+687
| +5% | +$21.4K | 0.03% | 516 |
|
|
2020
Q4 | $386K | Buy |
12,817
+1,562
| +14% | +$47K | 0.03% | 491 |
|
|
2020
Q3 | $287K | Buy |
11,255
+63
| +0.6% | +$1.61K | 0.03% | 491 |
|
|
2020
Q2 | $290K | Sell |
11,192
-7,218
| -39% | -$187K | 0.04% | 421 |
|
|
2020
Q1 | $483K | Sell |
18,410
-1,699
| -8% | -$44.6K | 0.07% | 292 |
|
|
2019
Q4 | $654K | Buy |
20,109
+12,632
| +169% | +$411K | 0.08% | 280 |
|
|
2019
Q3 | $258K | Sell |
7,477
-1,637
| -18% | -$56.5K | 0.04% | 465 |
|
|
2019
Q2 | $312K | Buy |
9,114
+237
| +3% | +$8.11K | 0.05% | 389 |
|
|
2019
Q1 | $317K | Sell |
8,877
-24
| -0.3% | -$857 | 0.05% | 350 |
|
|
2018
Q4 | $286K | Sell |
8,901
-37
| -0.4% | -$1.19K | 0.06% | 343 |
|
|
2018
Q3 | $278K | Buy |
8,938
+80
| +0.9% | +$2.49K | 0.06% | 343 |
|
|
2018
Q2 | $269K | Buy |
8,858
+567
| +7% | +$17.2K | 0.07% | 328 |
|
|
2018
Q1 | $226K | Sell |
8,291
-464
| -5% | -$12.6K | 0.06% | 328 |
|
|
2017
Q4 | $241K | Buy |
8,755
+849
| +11% | +$23.4K | 0.06% | 320 |
|
|
2017
Q3 | $215K | Buy |
7,906
+3,107
| +65% | +$84.5K | 0.09% | 231 |
|
|
2017
Q2 | $1 | Buy |
4,799
+815
| +20% | – | ﹤0.01% | 1303 |
|
|
2017
Q1 | $102K | Sell |
3,984
-308
| -7% | -$7.89K | 0.07% | 275 |
|
|
2016
Q4 | $108K | Buy |
+4,292
| New | +$108K | 0.08% | 257 |
|