WBH Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
7,775
-2,495
| -24% | -$108K | 0.03% | 275 |
|
|
2025
Q1 | $473K | Buy |
10,270
+86
| +0.8% | +$3.96K | 0.04% | 221 |
|
|
2024
Q4 | $383K | Buy |
10,184
+1,544
| +18% | +$58.1K | 0.04% | 238 |
|
|
2024
Q3 | $350K | Buy |
8,640
+154
| +2% | +$6.25K | 0.03% | 249 |
|
|
2024
Q2 | $294K | Sell |
8,486
-459
| -5% | -$15.9K | 0.03% | 260 |
|
|
2024
Q1 | $336K | Sell |
8,945
-445
| -5% | -$16.7K | 0.03% | 252 |
|
|
2023
Q4 | $337K | Sell |
9,390
-1
| -0% | -$36 | 0.04% | 248 |
|
|
2023
Q3 | $355K | Sell |
9,391
-155
| -2% | -$5.86K | 0.04% | 237 |
|
|
2023
Q2 | $389K | Sell |
9,546
-500
| -5% | -$20.4K | 0.05% | 230 |
|
|
2023
Q1 | $421K | Buy |
+10,046
| New | +$421K | 0.05% | 217 |
|
|
2022
Q3 | $418K | Hold |
11,146
| – | – | 0.06% | 207 |
|
|
2022
Q2 | $495K | Hold |
11,146
| – | – | 0.07% | 198 |
|
|
2022
Q1 | $539K | Sell |
11,146
-6,759
| -38% | -$327K | 0.07% | 206 |
|
|
2021
Q4 | $738K | Buy |
17,905
+935
| +6% | +$38.5K | 0.08% | 182 |
|
|
2021
Q3 | $585K | Sell |
16,970
-622
| -4% | -$21.4K | 0.08% | 188 |
|
|
2021
Q2 | $582K | Sell |
17,592
-412
| -2% | -$13.6K | 0.09% | 165 |
|
|
2021
Q1 | $562K | Sell |
18,004
-551
| -3% | -$17.2K | 0.09% | 167 |
|
|
2020
Q4 | $570K | Sell |
18,555
-1,442
| -7% | -$44.3K | 0.1% | 158 |
|
|
2020
Q3 | $510K | Sell |
19,997
-167
| -0.8% | -$4.26K | 0.1% | 158 |
|
|
2020
Q2 | $521K | Buy |
20,164
+923
| +5% | +$23.8K | 0.13% | 147 |
|
|
2020
Q1 | $505 | Sell |
19,241
-630
| -3% | -$17 | 0.12% | 134 |
|
|
2019
Q4 | $646K | Sell |
19,871
-131
| -0.7% | -$4.26K | 0.13% | 136 |
|
|
2019
Q3 | $689K | Buy |
20,002
+7
| +0% | +$241 | 0.15% | 129 |
|
|
2019
Q2 | $683K | Sell |
19,995
-62
| -0.3% | -$2.12K | 0.16% | 127 |
|
|
2019
Q1 | $717K | Sell |
20,057
-13
| -0.1% | -$465 | 0.17% | 119 |
|
|
2018
Q4 | $645 | Sell |
20,070
-982
| -5% | -$32 | 0.16% | 119 |
|
|
2018
Q3 | $655K | Sell |
21,052
-253
| -1% | -$7.87K | 0.16% | 126 |
|
|
2018
Q2 | $647K | Buy |
21,305
+7
| +0% | +$213 | 0.17% | 124 |
|
|
2018
Q1 | $592K | Buy |
21,298
+3,535
| +20% | +$98.3K | 0.16% | 125 |
|
|
2017
Q4 | $499K | Sell |
17,763
-4,736
| -21% | -$133K | 0.13% | 141 |
|
|
2017
Q3 | $604K | Buy |
22,499
+3,955
| +21% | +$106K | 0.17% | 124 |
|
|
2017
Q2 | $477K | Sell |
18,544
-3,938
| -18% | -$101K | 0.13% | 138 |
|
|
2017
Q1 | $577K | Buy |
22,482
+3,736
| +20% | +$95.9K | 0.17% | 124 |
|
|
2016
Q4 | $474K | Sell |
18,746
-1,178
| -6% | -$29.8K | 0.16% | 135 |
|
|
2016
Q3 | $473K | Buy |
19,924
+982
| +5% | +$23.3K | 0.16% | 134 |
|
|
2016
Q2 | $491K | Sell |
18,942
-3,072
| -14% | -$79.6K | 0.19% | 117 |
|
|
2016
Q1 | $563K | Buy |
22,014
+2,672
| +14% | +$68.3K | 0.19% | 104 |
|
|
2015
Q4 | $383 | Sell |
19,342
-390
| -2% | -$8 | 0.13% | 135 |
|
|
2015
Q3 | $418K | Buy |
19,732
+2,138
| +12% | +$45.3K | 0.17% | 124 |
|
|
2015
Q2 | $394K | Buy |
17,594
+2,049
| +13% | +$45.9K | 0.15% | 137 |
|
|
2015
Q1 | $372 | Buy |
15,545
+1,456
| +10% | +$35 | 0.1% | 145 |
|
|
2014
Q4 | $372K | Sell |
14,089
-462
| -3% | -$12.2K | 0.14% | 140 |
|
|
2014
Q3 | $353K | Sell |
14,551
-76
| -0.5% | -$1.84K | 0.12% | 152 |
|
|
2014
Q2 | $380K | Buy |
14,627
+3
| +0% | +$78 | 0.14% | 148 |
|
|
2014
Q1 | $350K | Sell |
14,624
-4,289
| -23% | -$103K | 0.14% | 156 |
|
|
2013
Q4 | $369K | Buy |
18,913
+552
| +3% | +$10.8K | 0.15% | 140 |
|
|
2013
Q3 | $388K | Sell |
18,361
-3,381
| -16% | -$71.4K | 0.17% | 133 |
|
|
2013
Q2 | $478K | Buy |
+21,742
| New | +$478K | 0.22% | 112 |
|