Vermillion & White Wealth Management Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
4,251
-78
| -2% | -$3.39K | 0.12% | 60 |
|
|
2025
Q1 | $199K | Sell |
4,329
-79
| -2% | -$3.64K | 0.14% | 53 |
|
|
2024
Q4 | $166K | Hold |
4,408
| – | – | 0.12% | 70 |
|
|
2024
Q3 | $179K | Sell |
4,408
-440
| -9% | -$17.8K | 0.13% | 64 |
|
|
2024
Q2 | $168K | Hold |
4,848
| – | – | 0.13% | 67 |
|
|
2024
Q1 | $182K | Hold |
4,848
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $174K | Buy |
+4,848
| New | +$174K | 0.17% | 46 |
|