Prestige Wealth Management Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Hold |
1,602
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $73.8K | Hold |
1,602
| – | – | 0.02% | 221 |
|
|
2024
Q4 | $60.3K | Hold |
1,602
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $65K | Hold |
1,602
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $55.4K | Hold |
1,602
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $60.2K | Sell |
1,602
-12
| -0.7% | -$451 | 0.01% | 241 |
|
|
2023
Q4 | $57.9K | Hold |
1,614
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $61K | Hold |
1,614
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $65.8K | Hold |
1,614
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $67.6K | Buy |
1,614
+13
| +0.8% | +$545 | 0.02% | 219 |
|
|
2022
Q4 | $69.2K | Hold |
1,601
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $60K | Hold |
1,601
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $73K | Hold |
1,601
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $76K | Sell |
1,601
-644
| -29% | -$30.6K | 0.02% | 211 |
|
|
2021
Q4 | $92K | Hold |
2,245
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $77K | Hold |
2,245
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $71K | Hold |
2,245
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $70K | Hold |
2,245
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $68K | Buy |
2,245
+12
| +0.5% | +$363 | 0.02% | 217 |
|
|
2020
Q3 | $57K | Hold |
2,233
| – | – | 0.02% | 236 |
|
|
2020
Q2 | $58K | Hold |
2,233
| – | – | 0.02% | 203 |
|
|
2020
Q1 | $59K | Buy |
2,233
+190
| +9% | +$5.02K | 0.02% | 165 |
|
|
2019
Q4 | $66K | Hold |
2,043
| – | – | 0.04% | 186 |
|
|
2019
Q3 | $70K | Hold |
2,043
| – | – | 0.04% | 178 |
|
|
2019
Q2 | $70K | Hold |
2,043
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $73K | Sell |
2,043
-523
| -20% | -$18.7K | 0.04% | 168 |
|
|
2018
Q4 | $83K | Buy |
+2,566
| New | +$83K | 0.06% | 156 |
|