Wealthspire Advisors (New York)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
30,503
+1,498
| +5% | +$65K | 0.01% | 336 |
|
|
2025
Q1 | $1.34M | Sell |
29,005
-104
| -0.4% | -$4.79K | 0.01% | 334 |
|
|
2024
Q4 | $1.1M | Sell |
29,109
-679
| -2% | -$25.6K | 0.01% | 355 |
|
|
2024
Q3 | $1.21M | Buy |
29,788
+2,746
| +10% | +$111K | 0.01% | 337 |
|
|
2024
Q2 | $936K | Buy |
27,042
+7,968
| +42% | +$276K | 0.01% | 323 |
|
|
2024
Q1 | $717K | Sell |
19,074
-500
| -3% | -$18.8K | 0.01% | 362 |
|
|
2023
Q4 | $703K | Sell |
19,574
-1,661
| -8% | -$59.6K | 0.01% | 367 |
|
|
2023
Q3 | $802K | Sell |
21,235
-1,370
| -6% | -$51.8K | 0.01% | 314 |
|
|
2023
Q2 | $921K | Sell |
22,605
-165
| -0.7% | -$6.72K | 0.02% | 260 |
|
|
2023
Q1 | $954K | Sell |
22,770
-2,749
| -11% | -$115K | 0.02% | 248 |
|
|
2022
Q4 | $1.1M | Sell |
25,519
-15,885
| -38% | -$687K | 0.02% | 244 |
|
|
2022
Q3 | $1.55M | Buy |
41,404
+29,290
| +242% | +$1.1M | 0.03% | 173 |
|
|
2022
Q2 | $549K | Buy |
12,114
+2,393
| +25% | +$108K | 0.01% | 300 |
|
|
2022
Q1 | $463K | Sell |
9,721
-18,644
| -66% | -$888K | 0.01% | 283 |
|
|
2021
Q4 | $1.17M | Buy |
28,365
+13,005
| +85% | +$536K | 0.03% | 210 |
|
|
2021
Q3 | $530K | Buy |
15,360
+6,597
| +75% | +$228K | 0.01% | 344 |
|
|
2021
Q2 | $277K | Sell |
8,763
-21,376
| -71% | -$676K | 0.01% | 306 |
|
|
2021
Q1 | $940K | Buy |
30,139
+8,122
| +37% | +$253K | 0.02% | 276 |
|
|
2020
Q4 | $663K | Buy |
22,017
+11,796
| +115% | +$355K | 0.02% | 260 |
|
|
2020
Q3 | $261K | Buy |
10,221
+1,813
| +22% | +$46.3K | 0.02% | 247 |
|
|
2020
Q2 | $218K | Sell |
8,408
-14,011
| -62% | -$363K | 0.02% | 250 |
|
|
2020
Q1 | $589K | Buy |
+22,419
| New | +$589K | 0.02% | 270 |
|
|
2019
Q1 | – | Sell |
-758
| Closed | -$24K | – | 293 |
|
|
2018
Q4 | $24K | Buy |
+758
| New | +$24K | ﹤0.01% | 301 |
|