GHP Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78K | Hold |
87
| – | – | ﹤0.01% | 824 |
|
|
2025
Q1 | $4.01K | Hold |
87
| – | – | ﹤0.01% | 798 |
|
|
2024
Q4 | $3.28K | Hold |
87
| – | – | ﹤0.01% | 858 |
|
|
2024
Q3 | $3.53K | Buy |
+87
| New | +$3.53K | ﹤0.01% | 845 |
|
|
2023
Q4 | – | Sell |
-347
| Closed | -$13.9K | – | 879 |
|
|
2023
Q3 | $13.9K | Hold |
347
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $14.1K | Sell |
347
-480
| -58% | -$19.4K | ﹤0.01% | 641 |
|
|
2023
Q1 | $34.6K | Sell |
827
-17
| -2% | -$712 | ﹤0.01% | 534 |
|
|
2022
Q4 | $36.5K | Buy |
844
+612
| +264% | +$26.5K | ﹤0.01% | 522 |
|
|
2022
Q3 | $9K | Hold |
232
| – | – | ﹤0.01% | 696 |
|
|
2022
Q2 | $11K | Buy |
232
+17
| +8% | +$806 | ﹤0.01% | 663 |
|
|
2022
Q1 | $10K | Buy |
+215
| New | +$10K | ﹤0.01% | 717 |
|