Aviso Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
26,713
+878
| +3% | +$38.1K | 0.54% | 47 |
|
|
2025
Q1 | $1.19M | Sell |
25,835
-741
| -3% | -$34.1K | 0.63% | 47 |
|
|
2024
Q4 | $1M | Sell |
26,576
-126
| -0.5% | -$4.74K | 0.51% | 54 |
|
|
2024
Q3 | $1.08M | Buy |
26,702
+17,433
| +188% | +$707K | 0.59% | 43 |
|
|
2024
Q2 | $321K | Buy |
9,269
+2,770
| +43% | +$95.9K | 0.19% | 106 |
|
|
2024
Q1 | $244K | Buy |
+6,499
| New | +$244K | 0.15% | 126 |
|