EP Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
12,149
+3,124
| +35% | +$136K | ﹤0.01% | 763 |
|
|
2025
Q1 | $416K | Sell |
9,025
-596
| -6% | -$27.5K | ﹤0.01% | 772 |
|
|
2024
Q4 | $362K | Sell |
9,621
-67
| -0.7% | -$2.52K | ﹤0.01% | 798 |
|
|
2024
Q3 | $393K | Sell |
9,688
-489
| -5% | -$19.8K | ﹤0.01% | 766 |
|
|
2024
Q2 | $352K | Sell |
10,177
-190
| -2% | -$6.58K | ﹤0.01% | 609 |
|
|
2024
Q1 | $390K | Buy |
10,367
+1,123
| +12% | +$42.2K | ﹤0.01% | 569 |
|
|
2023
Q4 | $332K | Buy |
9,244
+1,457
| +19% | +$52.3K | ﹤0.01% | 588 |
|
|
2023
Q3 | $294K | Sell |
7,787
-279
| -3% | -$10.5K | ﹤0.01% | 564 |
|
|
2023
Q2 | $325K | Sell |
8,066
-18,434
| -70% | -$744K | ﹤0.01% | 546 |
|
|
2023
Q1 | $3 | Buy |
+26,500
| New | +$3 | ﹤0.01% | 640 |
|