Aaron Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
9,074
-838
| -8% | -$36.4K | 0.04% | 296 |
|
|
2025
Q1 | $457K | Buy |
9,912
+1,856
| +23% | +$85.5K | 0.05% | 237 |
|
|
2024
Q4 | $303K | Buy |
8,056
+473
| +6% | +$17.8K | 0.04% | 317 |
|
|
2024
Q3 | $307K | Buy |
7,583
+802
| +12% | +$32.5K | 0.04% | 296 |
|
|
2024
Q2 | $235K | Buy |
+6,781
| New | +$235K | 0.03% | 279 |
|