Wedmont Private Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
8,192
+1,600
| +24% | +$69K | 0.02% | 525 |
|
|
2025
Q1 | $303K | Buy |
6,592
+153
| +2% | +$7.04K | 0.02% | 521 |
|
|
2024
Q4 | $240K | Buy |
6,439
+1,180
| +22% | +$44K | 0.01% | 601 |
|
|
2024
Q3 | $208K | Buy |
+5,259
| New | +$208K | 0.01% | 622 |
|
|
2024
Q1 | – | Sell |
-5,962
| Closed | -$219K | – | 613 |
|
|
2023
Q4 | $219K | Sell |
5,962
-1,226
| -17% | -$45K | 0.02% | 507 |
|
|
2023
Q3 | $278K | Buy |
7,188
+654
| +10% | +$25.3K | 0.03% | 402 |
|
|
2023
Q2 | $275K | Buy |
6,534
+689
| +12% | +$29K | 0.03% | 398 |
|
|
2023
Q1 | $253K | Buy |
+5,845
| New | +$253K | 0.03% | 385 |
|