MWM
Modern Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
19,474
+751
| +4% | +$32.6K | 0.02% | 385 |
|
|
2025
Q1 | $863K | Buy |
18,723
+3,535
| +23% | +$163K | 0.03% | 324 |
|
|
2024
Q4 | $572K | Buy |
15,188
+4,667
| +44% | +$176K | 0.02% | 337 |
|
|
2024
Q3 | $427K | Buy |
10,521
+1,225
| +13% | +$49.7K | 0.03% | 275 |
|
|
2024
Q2 | $322K | Buy |
+9,296
| New | +$322K | 0.02% | 295 |
|