BBPWM
Blue Bell Private Wealth Management’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825 | Sell |
19
-10,692
| -100% | -$464K | ﹤0.01% | 689 |
|
|
2025
Q1 | $494K | Hold |
10,711
| – | – | 0.09% | 132 |
|
|
2024
Q4 | $403K | Buy |
10,711
+19
| +0.2% | +$715 | 0.08% | 140 |
|
|
2024
Q3 | $434K | Sell |
10,692
-9
| -0.1% | -$365 | 0.08% | 138 |
|
|
2024
Q2 | $370K | Sell |
10,701
-857
| -7% | -$29.7K | 0.08% | 137 |
|
|
2024
Q1 | $434K | Buy |
11,558
+9
| +0.1% | +$338 | 0.09% | 118 |
|
|
2023
Q4 | $415K | Buy |
11,549
+10,692
| +1,248% | +$384K | 0.1% | 110 |
|
|
2023
Q3 | $32.4K | Sell |
857
-9,734
| -92% | -$368K | 0.01% | 308 |
|
|
2023
Q2 | $431K | Hold |
10,591
| – | – | 0.11% | 93 |
|
|
2023
Q1 | $444K | Hold |
10,591
| – | – | 0.13% | 85 |
|
|
2022
Q4 | $458K | Hold |
10,591
| – | – | 0.15% | 75 |
|
|
2022
Q3 | $397K | Hold |
10,591
| – | – | 0.14% | 74 |
|
|
2022
Q2 | $480K | Hold |
10,591
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $504K | Buy |
+10,591
| New | +$504K | 0.14% | 63 |
|