Principle Wealth Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Hold |
51,005
| – | – | 0.14% | 113 |
|
|
2025
Q1 | $2.35M | Buy |
51,005
+1,725
| +4% | +$79.5K | 0.17% | 115 |
|
|
2024
Q4 | $1.85M | Sell |
49,280
-8,550
| -15% | -$322K | 0.13% | 123 |
|
|
2024
Q3 | $2.35M | Buy |
57,830
+6,675
| +13% | +$271K | 0.17% | 115 |
|
|
2024
Q2 | $1.77M | Buy |
51,155
+1,185
| +2% | +$41K | 0.13% | 127 |
|
|
2024
Q1 | $1.88M | Buy |
49,970
+4,315
| +9% | +$162K | 0.15% | 123 |
|
|
2023
Q4 | $1.64M | Buy |
+45,655
| New | +$1.64M | 0.14% | 123 |
|