FRA
Frank Rimerman Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
16,313
+886
| +6% | +$38.5K | 0.05% | 281 |
|
|
2025
Q1 | $711K | Buy |
15,427
+1,805
| +13% | +$83.2K | 0.06% | 251 |
|
|
2024
Q4 | $513K | Buy |
13,622
+2,353
| +21% | +$88.6K | 0.04% | 303 |
|
|
2024
Q3 | $457K | Buy |
11,269
+1,168
| +12% | +$47.4K | 0.03% | 344 |
|
|
2024
Q2 | $350K | Buy |
10,101
+10,073
| +35,975% | +$349K | 0.02% | 419 |
|
|
2024
Q1 | $1.05K | Hold |
28
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $1.01K | Buy |
+28
| New | +$1.01K | ﹤0.01% | 297 |
|