Perigon 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 | $688K | Buy |
15,837
+584
| +4% | +$25.4K | 0.02% | 586 |
|
|
2025
Q1 | $703K | Buy |
15,253
+471
| +3% | +$21.7K | 0.02% | 534 |
|
|
2024
Q4 | $582K | Buy |
14,782
+4,423
| +43% | +$174K | 0.01% | 590 |
|
|
2024
Q3 | $420K | Buy |
10,359
+722
| +7% | +$29.3K | 0.01% | 667 |
|
|
2024
Q2 | $334K | Sell |
9,637
-154
| -2% | -$5.33K | 0.01% | 653 |
|
|
2024
Q1 | $368K | Buy |
9,791
+1,666
| +21% | +$62.6K | 0.01% | 621 |
|
|
2023
Q4 | $292K | Sell |
8,125
-341
| -4% | -$12.2K | 0.01% | 664 |
|
|
2023
Q3 | $320K | Sell |
8,466
-523
| -6% | -$19.8K | 0.01% | 565 |
|
|
2023
Q2 | $366K | Sell |
8,989
-310
| -3% | -$12.6K | 0.01% | 541 |
|
|
2023
Q1 | $390K | Sell |
9,299
-2,665
| -22% | -$112K | 0.02% | 454 |
|
|
2022
Q4 | $517K | Buy |
+11,964
| New | +$517K | 0.03% | 383 |
|
|
2021
Q1 | – | Sell |
-2,022
| Closed | -$61K | – | 658 |
|
|
2020
Q4 | $61K | Buy |
+2,022
| New | +$61K | 0.01% | 683 |
|
|
2018
Q2 | – | Sell |
-1,343
| Closed | -$37K | – | 358 |
|
|
2018
Q1 | $37K | Hold |
1,343
| – | – | 0.01% | 353 |
|
|
2017
Q4 | $38K | Buy |
1,343
+238
| +22% | +$6.73K | 0.01% | 325 |
|
|
2017
Q3 | $30K | Buy |
1,105
+460
| +71% | +$12.5K | 0.01% | 401 |
|
|
2017
Q2 | $17K | Hold |
645
| – | – | ﹤0.01% | 460 |
|
|
2017
Q1 | $17K | Hold |
645
| – | – | ﹤0.01% | 481 |
|
|
2016
Q4 | $17K | Hold |
645
| – | – | ﹤0.01% | 490 |
|
|
2016
Q3 | $15K | Hold |
645
| – | – | ﹤0.01% | 434 |
|
|
2016
Q2 | $17K | Buy |
+645
| New | +$17K | ﹤0.01% | 351 |
|