Marion 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 | $236K | Buy |
5,439
+6
| +0.1% | +$261 | 0.06% | 124 |
|
|
2025
Q1 | $250K | Buy |
5,433
+6
| +0.1% | +$276 | 0.07% | 114 |
|
|
2024
Q4 | $204K | Sell |
5,427
-154
| -3% | -$5.8K | 0.05% | 127 |
|
|
2024
Q3 | $226K | Buy |
+5,581
| New | +$226K | 0.06% | 120 |
|
|
2023
Q2 | – | Sell |
-4,859
| Closed | -$204K | – | 107 |
|
|
2023
Q1 | $204K | Hold |
4,859
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $210K | Buy |
+4,859
| New | +$210K | 0.09% | 100 |
|
|
2022
Q2 | – | Sell |
-4,282
| Closed | -$204K | – | 104 |
|
|
2022
Q1 | $204K | Sell |
4,282
-1,721
| -29% | -$82K | 0.1% | 93 |
|
|
2021
Q4 | $247K | Buy |
+6,003
| New | +$247K | 0.12% | 92 |
|