Atria Wealth Solutions’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
2025
Q1
$714K Buy
2024
Q4
$523K Sell
2024
Q3
$570K Buy
2024
Q2
$478K Sell
2024
Q1
$601K Buy
2023
Q4
$533K Buy
2023
Q3
$560K Buy
2023
Q2
$603K Sell
2023
Q1
$626K Buy
2022
Q4
$539K Sell
2022
Q3
$2.08M Buy
2022
Q2
$2M Buy
2022
Q1
$201K Buy