KWM
Kingsview Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
22,221
+272
| +1% | +$11.8K | 0.02% | 595 |
|
|
2025
Q1 | $1.01M | Sell |
21,949
-341
| -2% | -$15.7K | 0.02% | 535 |
|
|
2024
Q4 | $839K | Buy |
22,290
+2,603
| +13% | +$98K | 0.02% | 594 |
|
|
2024
Q3 | $798K | Buy |
19,687
+331
| +2% | +$13.4K | 0.02% | 589 |
|
|
2024
Q2 | $670K | Buy |
19,356
+937
| +5% | +$32.4K | 0.02% | 603 |
|
|
2024
Q1 | $692K | Sell |
18,419
-16,510
| -47% | -$620K | 0.02% | 595 |
|
|
2023
Q4 | $1.25M | Buy |
34,929
+2,769
| +9% | +$99.4K | 0.04% | 402 |
|
|
2023
Q3 | $1.22M | Buy |
32,160
+2,266
| +8% | +$85.6K | 0.04% | 387 |
|
|
2023
Q2 | $1.22M | Buy |
29,894
+4,181
| +16% | +$170K | 0.05% | 350 |
|
|
2023
Q1 | $1.08M | Sell |
25,713
-1,266
| -5% | -$53K | 0.05% | 381 |
|
|
2022
Q4 | $1.17M | Buy |
26,979
+376
| +1% | +$16.3K | 0.05% | 317 |
|
|
2022
Q3 | $997K | Sell |
26,603
-11
| -0% | -$412 | 0.05% | 329 |
|
|
2022
Q2 | $1.21M | Sell |
26,614
-1,170
| -4% | -$53K | 0.06% | 318 |
|
|
2022
Q1 | $1.32M | Sell |
27,784
-1,476
| -5% | -$70.3K | 0.06% | 319 |
|
|
2021
Q4 | $1.69M | Buy |
29,260
+3,879
| +15% | +$224K | 0.07% | 273 |
|
|
2021
Q3 | $1.23M | Buy |
25,381
+390
| +2% | +$18.9K | 0.06% | 320 |
|
|
2021
Q2 | $1.12M | Buy |
24,991
+14,636
| +141% | +$658K | 0.06% | 346 |
|
|
2021
Q1 | $455K | Buy |
10,355
+4,741
| +84% | +$208K | 0.03% | 525 |
|
|
2020
Q4 | $237K | Buy |
+5,614
| New | +$237K | 0.02% | 604 |
|
|
2020
Q1 | – | Sell |
-6,616
| Closed | -$302K | – | 484 |
|
|
2019
Q4 | $302K | Buy |
6,616
+1,371
| +26% | +$62.6K | 0.04% | 364 |
|
|
2019
Q3 | $253K | Buy |
5,245
+151
| +3% | +$7.28K | 0.04% | 363 |
|
|
2019
Q2 | $244K | Sell |
5,094
-214
| -4% | -$10.3K | 0.04% | 360 |
|
|
2019
Q1 | $266K | Sell |
5,308
-323
| -6% | -$16.2K | 0.04% | 377 |
|
|
2018
Q4 | $254K | Buy |
5,631
+1
| +0% | +$45 | 0.06% | 310 |
|
|
2018
Q3 | $246K | Buy |
+5,630
| New | +$246K | 0.05% | 317 |
|