Wealthcare Advisory Partners’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 | $1.17M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $921K | Sell |
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|
2024
Q2 | $790K | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $685K | Buy |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $849K | Buy |
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|
2023
Q1 | $836K | Buy |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $954K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $585K | Sell |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $566K | Buy |
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|
2020
Q3 | $477K | Buy |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $525K | Buy |
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|
2019
Q2 | $420K | Sell |
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|
2019
Q1 | $486K | Sell |
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|
2018
Q4 | $440K | Buy |
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|
2018
Q3 | $425K | Sell |
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|
2018
Q2 | $494K | Buy |
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|
2018
Q1 | $450K | Buy |
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|
2017
Q4 | $454K | Buy |
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|
2017
Q3 | $414K | Buy |
|