Wealth Enhancement Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $4.67M | Sell |
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|
2024
Q2 | $4.04M | Buy |
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|
2024
Q1 | $4.14M | Buy |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $778K | Sell |
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|
2023
Q1 | $808K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $5.65M | Buy |
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|
2020
Q2 | $344K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $787K | Buy |
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