World Equity Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
17,451
-8,098
| -32% | -$352K | 0.21% | 109 |
|
|
2025
Q1 | $1.18M | Buy |
25,549
+8,297
| +48% | +$382K | 0.34% | 72 |
|
|
2024
Q4 | $649K | Buy |
17,252
+1,702
| +11% | +$64.1K | 0.14% | 154 |
|
|
2024
Q3 | $631K | Buy |
15,550
+2,071
| +15% | +$84K | 0.23% | 105 |
|
|
2024
Q2 | $467K | Sell |
13,479
-38
| -0.3% | -$1.32K | 0.14% | 160 |
|
|
2024
Q1 | $508K | Sell |
13,517
-140
| -1% | -$5.26K | 0.1% | 183 |
|
|
2023
Q4 | $490K | Buy |
13,657
+2
| +0% | +$72 | 0.1% | 194 |
|
|
2023
Q3 | $516K | Buy |
13,655
+34
| +0.2% | +$1.29K | 0.11% | 197 |
|
|
2023
Q2 | $555K | Buy |
+13,621
| New | +$555K | 0.16% | 166 |
|
|
2023
Q1 | – | Sell |
-12,862
| Closed | -$556K | – | 529 |
|
|
2022
Q4 | $556K | Buy |
+12,862
| New | +$556K | 0.13% | 165 |
|