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Crestwood Advisors Group’s Exelon EXC Stock Holding History

Crestwood Advisors Group’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 		$254K Buy
5,846
+902
+18% +$39.2K ﹤0.01% 474
2025
Q1 		$228K Buy
+4,944
New +$228K ﹤0.01% 468