Marcum Wealth’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $238K | Sell |
|
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|
2024
Q1 | $264K | Buy |
|
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|
2023
Q4 | $205K | Sell |
|
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|
2023
Q3 | $219K | Sell |
|
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|
2023
Q2 | $245K | Sell |
|
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|
2023
Q1 | $253K | Buy |
|
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|
2022
Q4 | $253K | Buy |
|
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|
2022
Q3 | $204K | Buy |
|
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|
2022
Q2 | $238K | Sell |
|
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $316K | Sell |
|
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|
2021
Q3 | $265K | Buy |
|
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $206K | Buy |
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