Investment Advisory Services’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $427K | Sell |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $501K | Hold |
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|
2023
Q2 | $540K | Hold |
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|
2023
Q1 | $556K | Hold |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $675K | Hold |
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|
2022
Q1 | $710K | Sell |
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|
2021
Q4 | $861K | Hold |
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|
2021
Q3 | $720K | Hold |
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|
2021
Q2 | $660K | Buy |
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|
2020
Q4 | $686K | Hold |
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|
2020
Q3 | $581K | Buy |
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|
2020
Q2 | $585K | Buy |
|