Spire Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $482K | Buy |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $1.48M | Buy |
|
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|
2024
Q4 | $351K | Sell |
|
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|
2024
Q3 | $383K | Buy |
|
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|
2024
Q2 | $259K | Buy |
|
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|
2024
Q1 | $276K | Sell |
|
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|
2023
Q4 | $325K | Buy |
|
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|
2023
Q3 | $373K | Buy |
|
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|
2023
Q2 | $293K | Buy |
|
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q4 | $207K | Sell |
|
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|
2022
Q3 | $4.55M | Sell |
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|
2022
Q2 | $6.9M | Buy |
|
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $505K | Buy |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $1.17M | Buy |
|