Venturi 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 | – | Sell |
-4,671
| Closed | -$215K | – | 562 |
|
|
2025
Q1 | $215K | Sell |
4,671
-1,157
| -20% | -$53.3K | 0.01% | 527 |
|
|
2024
Q4 | $219K | Buy |
5,828
+4,745
| +438% | +$179K | 0.01% | 523 |
|
|
2024
Q3 | $43.9K | Sell |
1,083
-762
| -41% | -$30.9K | ﹤0.01% | 809 |
|
|
2024
Q2 | $63.8K | Buy |
1,845
+1,282
| +228% | +$44.4K | ﹤0.01% | 598 |
|
|
2024
Q1 | $21.1K | Sell |
563
-573
| -50% | -$21.5K | ﹤0.01% | 724 |
|
|
2023
Q4 | $40.8K | Buy |
1,136
+722
| +174% | +$25.9K | ﹤0.01% | 523 |
|
|
2023
Q3 | $15.6K | Buy |
414
+63
| +18% | +$2.38K | ﹤0.01% | 695 |
|
|
2023
Q2 | $14.3K | Hold |
351
| – | – | ﹤0.01% | 607 |
|
|
2023
Q1 | $14.7K | Buy |
+351
| New | +$14.7K | ﹤0.01% | 652 |
|