Wealth Enhancement Advisory Services’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
357,482
+88,381
| +33% | +$3.81M | 0.03% | 497 |
|
|
2025
Q1 | $12.4M | Buy |
269,101
+157,548
| +141% | +$7.26M | 0.02% | 517 |
|
|
2024
Q4 | $4.2M | Sell |
111,553
-3,519
| -3% | -$132K | 0.01% | 861 |
|
|
2024
Q3 | $4.67M | Sell |
115,072
-1,559
| -1% | -$63.2K | 0.01% | 750 |
|
|
2024
Q2 | $4.04M | Buy |
116,631
+6,404
| +6% | +$222K | 0.01% | 748 |
|
|
2024
Q1 | $4.14M | Buy |
110,227
+36,548
| +50% | +$1.37M | 0.01% | 716 |
|
|
2023
Q4 | $2.65M | Sell |
73,679
-522
| -0.7% | -$18.7K | 0.01% | 803 |
|
|
2023
Q3 | $2.8M | Buy |
74,201
+55,092
| +288% | +$2.08M | 0.01% | 743 |
|
|
2023
Q2 | $778K | Sell |
19,109
-181
| -0.9% | -$7.37K | 0.01% | 297 |
|
|
2023
Q1 | $808K | Buy |
+19,290
| New | +$808K | 0.01% | 333 |
|
|
2022
Q3 | – | Sell |
-10,408
| Closed | -$461K | – | 342 |
|
|
2022
Q2 | $461K | Buy |
10,408
+1,179
| +13% | +$52.2K | 0.01% | 283 |
|
|
2022
Q1 | $437K | Hold |
9,229
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $535K | Buy |
9,229
+397
| +4% | +$23K | 0.01% | 249 |
|
|
2021
Q3 | $459K | Sell |
8,832
-27
| -0.3% | -$1.4K | 0.01% | 254 |
|
|
2021
Q2 | $405K | Sell |
8,859
-25,318
| -74% | -$1.16M | 0.01% | 242 |
|
|
2021
Q1 | $1.52M | Buy |
34,177
+160
| +0.5% | +$7.13K | 0.03% | 154 |
|
|
2020
Q4 | $1.48M | Sell |
34,017
-107,342
| -76% | -$4.65M | 0.03% | 132 |
|
|
2020
Q3 | $5.65M | Buy |
141,359
+132,527
| +1,501% | +$5.3M | 0.15% | 56 |
|
|
2020
Q2 | $344K | Buy |
+8,832
| New | +$344K | 0.01% | 194 |
|
|
2017
Q2 | – | Sell |
-22,053
| Closed | -$787K | – | 157 |
|
|
2017
Q1 | $787K | Buy |
+22,053
| New | +$787K | 0.08% | 117 |
|