WBH Advisory’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $318K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $585K | Sell |
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|
2021
Q2 | $582K | Sell |
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|
2021
Q1 | $562K | Sell |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $505 | Sell |
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|
2019
Q4 | $646K | Sell |
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|
2019
Q3 | $689K | Buy |
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|
2019
Q2 | $683K | Sell |
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|
2019
Q1 | $717K | Sell |
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|
2018
Q4 | $645 | Sell |
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|
2018
Q3 | $655K | Sell |
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|
2018
Q2 | $647K | Buy |
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|
2018
Q1 | $592K | Buy |
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|
2017
Q4 | $499K | Sell |
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|
2017
Q3 | $604K | Buy |
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|
2017
Q2 | $477K | Sell |
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|
2017
Q1 | $577K | Buy |
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|
2016
Q4 | $474K | Sell |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $491K | Sell |
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|
2016
Q1 | $563K | Buy |
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|
2015
Q4 | $383 | Sell |
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|
2015
Q3 | $418K | Buy |
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|
2015
Q2 | $394K | Buy |
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|
2015
Q1 | $372 | Buy |
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|
2014
Q4 | $372K | Sell |
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|
2014
Q3 | $353K | Sell |
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|
2014
Q2 | $380K | Buy |
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|
2014
Q1 | $350K | Sell |
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|
2013
Q4 | $369K | Buy |
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|
2013
Q3 | $388K | Sell |
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|
2013
Q2 | $478K | Buy |
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