Spire Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
9,184
-23,026
| -71% | -$1,000K | 0.01% | 563 |
|
|
2025
Q1 | $1.48M | Buy |
32,210
+22,879
| +245% | +$1.05M | 0.05% | 316 |
|
|
2024
Q4 | $351K | Sell |
9,331
-103
| -1% | -$3.88K | 0.01% | 664 |
|
|
2024
Q3 | $383K | Buy |
9,434
+1,945
| +26% | +$78.9K | 0.01% | 582 |
|
|
2024
Q2 | $259K | Buy |
7,489
+137
| +2% | +$4.74K | 0.01% | 653 |
|
|
2024
Q1 | $276K | Sell |
7,352
-1,910
| -21% | -$71.8K | 0.01% | 686 |
|
|
2023
Q4 | $325K | Buy |
9,262
+2,036
| +28% | +$71.3K | 0.01% | 626 |
|
|
2023
Q3 | $373K | Buy |
7,226
+28
| +0.4% | +$1.45K | 0.01% | 547 |
|
|
2023
Q2 | $293K | Buy |
7,198
+49
| +0.7% | +$2K | 0.01% | 615 |
|
|
2023
Q1 | $299K | Buy |
7,149
+2,370
| +50% | +$99.3K | 0.01% | 616 |
|
|
2022
Q4 | $207K | Sell |
4,779
-116,801
| -96% | -$5.06M | 0.01% | 554 |
|
|
2022
Q3 | $4.55M | Sell |
121,580
-30,755
| -20% | -$1.15M | 0.28% | 86 |
|
|
2022
Q2 | $6.9M | Buy |
152,335
+143,151
| +1,559% | +$6.49M | 0.28% | 93 |
|
|
2022
Q1 | $437K | Sell |
9,184
-47,019
| -84% | -$2.24M | 0.01% | 614 |
|
|
2021
Q4 | $2.32M | Buy |
56,203
+41,562
| +284% | +$1.71M | 0.05% | 288 |
|
|
2021
Q3 | $505K | Buy |
14,641
+1,402
| +11% | +$48.4K | 0.01% | 583 |
|
|
2021
Q2 | $418K | Sell |
13,239
-24,290
| -65% | -$767K | 0.01% | 664 |
|
|
2021
Q1 | $1.17M | Buy |
+37,529
| New | +$1.17M | 0.03% | 395 |
|