Partnership 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 | $585K | Hold |
13,467
| – | – | 0.47% | 42 |
|
|
2025
Q1 | $621K | Hold |
13,467
| – | – | 0.53% | 40 |
|
|
2024
Q4 | $507K | Hold |
13,467
| – | – | 0.42% | 47 |
|
|
2024
Q3 | $546K | Hold |
13,467
| – | – | 0.39% | 45 |
|
|
2024
Q2 | $466K | Hold |
13,467
| – | – | 0.34% | 57 |
|
|
2024
Q1 | $506K | Hold |
13,467
| – | – | 0.35% | 61 |
|
|
2023
Q4 | $469K | Buy |
+13,467
| New | +$469K | 0.35% | 60 |
|