Atwood & Palmer’s Exelon EXC Stock Holding History

Atwood & Palmer’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2K	Hold	46	–	–	﹤0.01%	470
2025 Q1	$2.12K	Sell	46 -200	-81%	-$9.22K	﹤0.01%	395
2024 Q4	$9.26K	Hold	246	–	–	﹤0.01%	345
2024 Q3	$9.98K	Hold	246	–	–	﹤0.01%	337
2024 Q2	$8.52K	Hold	246	–	–	﹤0.01%	343
2024 Q1	$9.24K	Hold	246	–	–	﹤0.01%	309
2023 Q4	$8.83K	Hold	246	–	–	﹤0.01%	316
2023 Q3	$9.3K	Hold	246	–	–	﹤0.01%	311
2023 Q2	$10K	Buy	246 +46	+23%	+$1.87K	﹤0.01%	314
2023 Q1	$8.38K	Hold	200	–	–	﹤0.01%	308
2022 Q4	$8.65K	Hold	200	–	–	﹤0.01%	326
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	318
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	330
2022 Q1	$10K	Sell	200 -80	-29%	-$4K	﹤0.01%	364
2021 Q4	$12K	Hold	280	–	–	﹤0.01%	362
2021 Q3	$10K	Hold	280	–	–	﹤0.01%	353
2021 Q2	$9K	Hold	280	–	–	﹤0.01%	337
2021 Q1	$9K	Hold	280	–	–	﹤0.01%	353
2020 Q4	$8K	Hold	280	–	–	﹤0.01%	323
2020 Q3	$7K	Hold	280	–	–	﹤0.01%	279
2020 Q2	$7K	Hold	280	–	–	﹤0.01%	276
2020 Q1	$7K	Hold	280	–	–	﹤0.01%	268
2019 Q4	$9K	Hold	280	–	–	﹤0.01%	249
2019 Q3	$10K	Hold	280	–	–	﹤0.01%	252
2019 Q2	$10K	Hold	280	–	–	﹤0.01%	246
2019 Q1	$10K	Hold	280	–	–	﹤0.01%	254
2018 Q4	$9K	Hold	280	–	–	﹤0.01%	254
2018 Q3	$9K	Hold	280	–	–	﹤0.01%	261
2018 Q2	$9K	Hold	280	–	–	﹤0.01%	262
2018 Q1	$8K	Hold	280	–	–	﹤0.01%	258
2017 Q4	$8K	Hold	280	–	–	﹤0.01%	256
2017 Q3	$8K	Hold	280	–	–	﹤0.01%	261
2017 Q2	$7K	Hold	280	–	–	﹤0.01%	268
2017 Q1	$7K	Hold	280	–	–	﹤0.01%	254
2016 Q4	$7K	Hold	280	–	–	﹤0.01%	279
2016 Q3	$7K	Hold	280	–	–	﹤0.01%	274
2016 Q2	$7K	Hold	280	–	–	﹤0.01%	268
2016 Q1	$7K	Hold	280	–	–	﹤0.01%	271
2015 Q4	$6K	Hold	280	–	–	﹤0.01%	347
2015 Q3	$6K	Hold	280	–	–	﹤0.01%	371
2015 Q2	$6K	Hold	280	–	–	﹤0.01%	319
2015 Q1	$7K	Hold	280	–	–	﹤0.01%	286
2014 Q4	$8K	Buy	+280	New	+$8K	﹤0.01%	315