Tyler-Stone 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 | $419K | Hold |
9,656
| – | – | 0.07% | 215 |
|
|
2025
Q1 | $445K | Hold |
9,656
| – | – | 0.08% | 201 |
|
|
2024
Q4 | $363K | Hold |
9,656
| – | – | 0.06% | 226 |
|
|
2024
Q3 | $392K | Buy |
9,656
+4,828
| +100% | +$196K | 0.07% | 217 |
|
|
2024
Q2 | $167K | Sell |
4,828
-80
| -2% | -$2.77K | 0.07% | 216 |
|
|
2024
Q1 | $184K | Hold |
4,908
| – | – | 0.08% | 204 |
|
|
2023
Q4 | $176K | Hold |
4,908
| – | – | 0.09% | 188 |
|
|
2023
Q3 | $185K | Hold |
4,908
| – | – | 0.11% | 164 |
|
|
2023
Q2 | $200K | Buy |
+4,908
| New | +$200K | 0.11% | 162 |
|
|
2022
Q4 | $212K | Hold |
4,908
| – | – | 0.14% | 139 |
|
|
2022
Q3 | $184K | Hold |
4,908
| – | – | 0.14% | 138 |
|
|
2022
Q2 | $222K | Hold |
4,908
| – | – | 0.15% | 136 |
|
|
2022
Q1 | $234K | Sell |
4,908
-1,973
| -29% | -$94.1K | 0.13% | 151 |
|
|
2021
Q4 | $283K | Buy |
+6,881
| New | +$283K | 0.15% | 142 |
|