Private 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 | $48.6K | Hold |
1,119
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $51.6K | Buy |
1,119
+317
| +40% | +$14.6K | 0.02% | 161 |
|
|
2024
Q4 | $30.2K | Sell |
802
-35
| -4% | -$1.32K | 0.01% | 227 |
|
|
2024
Q3 | $33.9K | Buy |
837
+212
| +34% | +$8.6K | 0.01% | 204 |
|
|
2024
Q2 | $21.6K | Sell |
625
-115
| -16% | -$3.98K | 0.01% | 266 |
|
|
2024
Q1 | $27.8K | Buy |
740
+161
| +28% | +$6.05K | 0.01% | 224 |
|
|
2023
Q4 | $20.8K | Buy |
+579
| New | +$20.8K | 0.01% | 262 |
|