AmeriServ Wealth Advisors’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 | $481K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $412K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $535K | Sell |
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|
2022
Q4 | $692K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $827K | Sell |
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|
2022
Q1 | $889K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $907K | Buy |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $758K | Buy |
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|
2020
Q4 | $609K | Buy |
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|
2019
Q3 | $661K | Buy |
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|
2019
Q2 | $655K | Sell |
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|
2019
Q1 | $758K | Sell |
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|
2018
Q4 | $702K | Sell |
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|
2018
Q3 | $685K | Buy |
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|
2018
Q2 | $616K | Buy |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $580K | Buy |
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|
2017
Q1 | $453K | Buy |
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|
2016
Q4 | $431K | Sell |
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|
2016
Q3 | $407K | Sell |
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|
2016
Q2 | $454K | Buy |
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|
2016
Q1 | $383K | Sell |
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|
2015
Q4 | $322K | Buy |
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|
2015
Q3 | $335K | Buy |
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|
2015
Q2 | $341K | Buy |
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|
2015
Q1 | $361K | Buy |
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|
2014
Q4 | $335K | Buy |
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|
2014
Q3 | $291K | Buy |
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|
2014
Q2 | $290K | Buy |
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|
2014
Q1 | $257K | Buy |
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