Marcum Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,077
| Closed | -$266K | – | 411 |
|
|
2024
Q4 | $266K | Buy |
7,077
+627
| +10% | +$23.6K | 0.02% | 305 |
|
|
2024
Q3 | $262K | Sell |
6,450
-416
| -6% | -$16.9K | 0.02% | 311 |
|
|
2024
Q2 | $238K | Sell |
6,866
-148
| -2% | -$5.12K | 0.02% | 312 |
|
|
2024
Q1 | $264K | Buy |
7,014
+1,309
| +23% | +$49.2K | 0.03% | 294 |
|
|
2023
Q4 | $205K | Sell |
5,705
-98
| -2% | -$3.52K | 0.02% | 332 |
|
|
2023
Q3 | $219K | Sell |
5,803
-221
| -4% | -$8.35K | 0.03% | 301 |
|
|
2023
Q2 | $245K | Sell |
6,024
-25
| -0.4% | -$1.02K | 0.03% | 284 |
|
|
2023
Q1 | $253K | Buy |
6,049
+191
| +3% | +$8K | 0.03% | 280 |
|
|
2022
Q4 | $253K | Buy |
5,858
+400
| +7% | +$17.3K | 0.03% | 269 |
|
|
2022
Q3 | $204K | Buy |
5,458
+216
| +4% | +$8.07K | 0.03% | 298 |
|
|
2022
Q2 | $238K | Sell |
5,242
-22
| -0.4% | -$999 | 0.04% | 269 |
|
|
2022
Q1 | $251K | Sell |
5,264
-2,397
| -31% | -$114K | 0.03% | 280 |
|
|
2021
Q4 | $316K | Sell |
7,661
-30
| -0.4% | -$1.24K | 0.04% | 239 |
|
|
2021
Q3 | $265K | Buy |
7,691
+140
| +2% | +$4.82K | 0.04% | 259 |
|
|
2021
Q2 | $239K | Buy |
7,551
+36
| +0.5% | +$1.14K | 0.04% | 254 |
|
|
2021
Q1 | $234K | Buy |
7,515
+669
| +10% | +$20.8K | 0.04% | 256 |
|
|
2020
Q4 | $206K | Buy |
+6,846
| New | +$206K | 0.05% | 140 |
|