Glass Jacobson Investment Advisors’s Exelon EXC Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$115K	Sell
2025 Q1	$120K	Hold
2024 Q4	$120K	Buy
2024 Q3	$127K	Hold
2024 Q2	$108K	Hold
2024 Q1	$118K	Hold
2023 Q4	$112K	Sell
2023 Q3	$119K	Hold
2023 Q2	$128K	Buy
2022 Q4	$136K	Buy