Empirical Wealth Management’s Exelon EXC Stock Holding History

Empirical Wealth Management’s Portfolio EXC Stock Details EXC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$239K	Buy
2022 Q1	–	Sell
2021 Q4	$318K	Sell
2021 Q3	$386K	Sell
2021 Q2	$509K	Buy
2021 Q1	$324K	Buy