Segment Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
10,315
+2,143
| +26% | +$93K | 0.03% | 212 |
|
|
2025
Q1 | $377K | Buy |
8,172
+1,047
| +15% | +$48.2K | 0.03% | 218 |
|
|
2024
Q4 | $268K | Buy |
7,125
+530
| +8% | +$19.9K | 0.02% | 233 |
|
|
2024
Q3 | $267K | Buy |
6,595
+404
| +7% | +$16.4K | 0.02% | 233 |
|
|
2024
Q2 | $214K | Hold |
6,191
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $233K | Hold |
6,191
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $222K | Hold |
6,191
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $234K | Hold |
6,191
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $252K | Hold |
6,191
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $259K | Sell |
6,191
-440
| -7% | -$18.4K | 0.03% | 183 |
|
|
2022
Q4 | $287K | Sell |
6,631
-530
| -7% | -$22.9K | 0.03% | 178 |
|
|
2022
Q3 | $268K | Sell |
7,161
-34
| -0.5% | -$1.27K | 0.03% | 185 |
|
|
2022
Q2 | $326K | Sell |
7,195
-180
| -2% | -$8.16K | 0.04% | 177 |
|
|
2022
Q1 | $351K | Sell |
7,375
-2,965
| -29% | -$141K | 0.04% | 198 |
|
|
2021
Q4 | $426K | Buy |
10,340
+919
| +10% | +$37.9K | 0.04% | 179 |
|
|
2021
Q3 | $325K | Sell |
9,421
-1,823
| -16% | -$62.9K | 0.04% | 183 |
|
|
2021
Q2 | $355K | Hold |
11,244
| – | – | 0.04% | 185 |
|
|
2021
Q1 | $351K | Buy |
11,244
+2,092
| +23% | +$65.3K | 0.05% | 176 |
|
|
2020
Q4 | $276K | Sell |
9,152
-421
| -4% | -$12.7K | 0.04% | 185 |
|
|
2020
Q3 | $244K | Hold |
9,573
| – | – | 0.04% | 186 |
|
|
2020
Q2 | $248K | Sell |
9,573
-217
| -2% | -$5.62K | 0.05% | 184 |
|
|
2020
Q1 | $257K | Buy |
9,790
+31
| +0.3% | +$814 | 0.06% | 163 |
|
|
2019
Q4 | $317K | Buy |
9,759
+659
| +7% | +$21.4K | 0.05% | 192 |
|
|
2019
Q3 | $314K | Hold |
9,100
| – | – | 0.06% | 163 |
|
|
2019
Q2 | $311K | Hold |
9,100
| – | – | 0.06% | 157 |
|
|
2019
Q1 | $325K | Buy |
9,100
+2,787
| +44% | +$99.5K | 0.07% | 154 |
|
|
2018
Q4 | $203K | Buy |
+6,313
| New | +$203K | 0.05% | 176 |
|