Investment Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Hold |
11,107
| – | – | 0.16% | 80 |
|
|
2025
Q1 | $512K | Hold |
11,107
| – | – | 0.19% | 74 |
|
|
2024
Q4 | $418K | Buy |
11,107
+8
| +0.1% | +$301 | 0.15% | 80 |
|
|
2024
Q3 | $450K | Hold |
11,099
| – | – | 0.16% | 81 |
|
|
2024
Q2 | $384K | Sell |
11,099
-10
| -0.1% | -$346 | 0.14% | 87 |
|
|
2024
Q1 | $417K | Sell |
11,109
-377
| -3% | -$14.2K | 0.15% | 86 |
|
|
2023
Q4 | $412K | Sell |
11,486
-1,776
| -13% | -$63.8K | 0.16% | 86 |
|
|
2023
Q3 | $501K | Hold |
13,262
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $540K | Hold |
13,262
| – | – | 0.23% | 74 |
|
|
2023
Q1 | $556K | Hold |
13,262
| – | – | 0.27% | 65 |
|
|
2022
Q4 | $573K | Buy |
13,262
+387
| +3% | +$16.7K | 0.29% | 64 |
|
|
2022
Q3 | $482K | Sell |
12,875
-2,023
| -14% | -$75.7K | 0.29% | 64 |
|
|
2022
Q2 | $675K | Hold |
14,898
| – | – | 0.39% | 55 |
|
|
2022
Q1 | $710K | Sell |
14,898
-5,989
| -29% | -$285K | 0.4% | 57 |
|
|
2021
Q4 | $861K | Hold |
20,887
| – | – | 0.47% | 49 |
|
|
2021
Q3 | $720K | Hold |
20,887
| – | – | 0.44% | 55 |
|
|
2021
Q2 | $660K | Buy |
+20,887
| New | +$660K | 0.41% | 56 |
|
|
2020
Q4 | $686K | Hold |
22,773
| – | – | 0.48% | 54 |
|
|
2020
Q3 | $581K | Buy |
22,773
+185
| +0.8% | +$4.72K | 0.46% | 55 |
|
|
2020
Q2 | $585K | Buy |
+22,588
| New | +$585K | 0.5% | 54 |
|